Built by ScottyAI. Powered by BIG Saas.
A fully‑guided fiduciary accounting and compliance system that enforces every rule your trust requires.
ScottyAI provides the intelligence. BIG Saas provides the accounting
engine.
Together, they deliver the first fully‑guided Spendthrift Trust
Operating System.
The Intelligence Layer
The FinTech Engine
AI‑guided classification
AI‑guided trustee decisions
AI‑guided compliance
AI‑guided onboarding
AI‑guided monthly close
This is trust administration
without guesswork.
If the accounting does not match the trust instrument, if the classifications are wrong, or if the documentation is missing, the trust loses its legal protections — instantly.
If your trust is not documented and classified correctly, the IRS can recharacterize all activity as personal income. That means no DNI, no deductions, and no tax advantages — even if your trust documents are perfect.
Courts require proof that the trust operates independently. Without proper accounting, the trust can be pierced, treated as an alter ego, and creditors can reach the assets. A spendthrift clause cannot save a trust with broken books.
If the trust is not administered correctly, assets can be pulled back into the estate. This destroys the trust's estate-planning advantages and exposes everything to probate, taxation, and claims.
This is why the ScottyAI Trust System — powered by BIG Saas — enforces
every rule automatically.
No skipped steps. No missing classifications. No undocumented
transactions.
Your trust stays defensible, compliant, and fully protected.
A spendthrift trust is a
legal system, not a bank account.
If you don't have the required components, the trust loses its
protections — and may be reclassified by the IRS.
Without trustee resolutions, allocations may be denied.
Without a corpus ledger, you cannot prove principal.
Without a demand note system, personal transactions become taxable events.
The Solution
The ScottyAI Trust System automatically enforces every rule your trust requires — even if you don't know the rules yet.
Automatically determines threshold income for your trust based on IRS regulations and trust document requirements.
Separate tracking for principal and income with automatic classification and reclassification handling.
Complete corpus tracking with audit trail proving principal for all distributions and allocations.
Mandatory Demand Note Compliance tracking ensuring all personal transactions are properly documented.
Automated matching of payments between Holding and Beneficial trusts for dual-trust structures.
Intelligent queue system ensuring every transaction is properly classified before final processing.
Automated calculation of Fiduciary Accounting Income and Distributable Net Income for proper allocations.
Complete support for Form 1041 and K-1 distributions with proper income and deduction tracking.
Automatically generates trustee resolutions for all major decisions and allocations.
Guided closing procedures ensuring your trust is always ready for reporting and audits.
Attach supporting documents to any transaction for complete audit documentation.
Complete history of all changes and decisions with timestamps and user attribution.
Every subscription includes two meetings with an accounting professional
STEP ONE
We configure your trust system correctly from day one:
STEP TWO
Once your books are complete, we review everything with you:
This ensures your trust is:
Simple, transparent pricing. No hidden fees. Everything you need included.
Spendthrift Trust Only
INCLUDES:
Holding + Beneficial
EVERYTHING IN ONE TRUST PLUS:
Bring your trust's past years into full compliance — even if nothing was documented correctly.
Add to Your Plan
Most trust owners don't realize this:
If prior years aren't documented correctly, the trust's
protections did not exist for those years.
No resolutions → no classification → no corpus ledger → no defensible trust.
This add-on gives your trust a complete, compliant history.
WHAT'S INCLUDED:
$1,000 total
Covers all prior years — unlimited.
$1,000 per prior year
Each year requires its own reconstruction and compliance package.
Make your trust legally defensible from day one — even if your bookkeeping wasn't perfect in the past.
If you prepay 12 months, you receive:
You choose which direction you want the extension.
Don't leave your trust's compliance to chance. Get the complete operating system that enforces every rule — automatically.
Fill out the form below and we'll be in touch within 24 hours.
