A fully-guided fiduciary accounting and compliance platform that enforces every rule your trust requires — automatically. No guesswork. No missed steps. No undocumented transactions.
The IRS and courts don't care about your trust documents if the books don't match. One missing resolution, one misclassified transaction — and the protections vanish.
Without proper DNI tracking and classification, the IRS can recharacterize trust activity as personal income — wiping out every tax advantage you built the trust for.
Without proof the trust operates independently, courts can pierce it. Your spendthrift clause becomes worthless — creditors can reach the assets directly.
Improper administration pulls trust assets back into the estate. Probate, estate tax, and creditor claims all come flooding back in.
ScottyAI enforces every rule. Automatically.
No skipped steps. No missing classifications. No undocumented transactions. Your trust stays defensible — always.
If you paid for a trust but don't have these three things, the money you spent was wasted — the trust was never legally defensible.
Every major trust decision — distributions, allocations, investments — must be documented with a formal trustee resolution. Without them, there's no proof the trustee acted properly. The IRS and courts treat undocumented decisions as if they never happened.
Result of no resolutions:
All allocations are denied upon audit.
The corpus ledger tracks what is principal — the original trust assets. Without it, you can't prove what's protected. Every distribution looks like income, and every transfer looks like a gift. The trust's asset protection becomes unprovable.
Result of no corpus ledger:
Principal cannot be proven — protections void.
When personal expenses flow through the trust, they must be documented as demand notes — loans, not distributions. Without this system, personal transactions become taxable events and the trust's fiduciary integrity collapses.
Result of no demand notes:
Personal transactions become taxable distributions.
No add-ons. No workarounds. Every compliance requirement coded directly into the platform.
Auto-determines threshold income per IRS rules and trust document requirements.
Separate tracking with auto-classification and reclassification handling.
Complete principal tracking with audit trail proving corpus for every distribution.
Mandatory compliance tracking for all personal transactions through the trust.
Auto-matches payments between Holding and Beneficial trusts for dual-trust structures.
Intelligent queue ensuring every transaction is properly classed before final processing.
Automated fiduciary accounting income and distributable net income calculations.
Complete Form 1041 and K-1 distribution tracking with proper income and deduction handling.
Auto-generates trustee resolutions for all major decisions and allocations.
Guided closing procedures — always ready for reporting and audits.
Attach supporting docs to any transaction for complete audit documentation.
Complete change history with timestamps and attribution — audit-ready always.
Most trust owners spend months (or never) getting compliant. ScottyAI compresses it into a clear, guided path.
Link your trust's bank accounts, upload the trust instrument, and answer a few guided questions. The AI reads your trust documents and configures the compliance rules automatically. ~15 minutes.
The AI analyzes all past transactions, reconstructs principal vs income, builds the corpus ledger, and identifies gaps. You review a simple checklist of items needing attention. ~2-3 days processing, 20 min review.
Walk through the completed trust structure with AI guidance. Resolutions are auto-generated. Demand notes are reconciled. Everything gets signed off. Your trust is now fully defensible. ~30 minutes.
From here on, every transaction flows through the compliance engine. Resolutions auto-generate. Corpus updates automatically. Demand notes track themselves. You only hear from us when something genuinely needs your attention. Trust stays compliant — forever.
Most trust owners discover compliance gaps years later. ScottyAI can reconstruct your trust's history and bring every prior year into full compliance.
Reconstruct your trust's complete history — resolutions, corpus ledger, demand notes, and classifications — for every prior year. CPA-ready documentation included.
Add to Your PlanWhat's Included
Before April 15th
$1,000 total
Covers all prior years — unlimited.
After April 15th
$1,000 per prior year
Each year requires its own reconstruction.
Make your trust legally defensible from day one — even if your bookkeeping wasn't perfect in the past.
Stop hoping your trust is compliant. Know it is. ScottyAI enforces every rule, generates every resolution, and tracks every transaction — automatically.
