Know your next step
A guided roadmap for your role, your matter, and your stage of administration.
Guided administrationFor the responsibility you carry
Carry out your fiduciary responsibilities with clarity and confidence.
A guided workspace for California trusts and estates. Understand your next step, bring your records together, and document the decisions that matter.
For first-time trustees and experienced professionals.
CyberFiduciaryPLATFORM PREVIEW
A little more clarity. Every day.
Here’s where things stand with your trust.
Roadmap progress40%4 of 10 steps complete
Documents6Organized in your vault
Needs attention3One step at a time
Your next steps 3 TO REVIEW
Confirm authority to act
Review investment delegation scope
Gather the latest account statements
A documented process. An organized evidence file.
Built around California trusts & estates
Sources you can see and understand
Human judgment at every step
From scattered to structured
Everything connected.
Nothing left without context.
One thoughtful place for your responsibilities, your records,
and the reasoning behind your decisions.
Give every record a home
Explore a matter-based vault that keeps documents connected to the work they support.
Document vaultStart with the source
See how California-source guidance can make complex questions easier to understand.
California-source guidanceBring your team together
Keep questions, tasks, and reviews in context with the professionals you rely on.
CollaborationDelegate thoughtfully
Document the selection, scope, and ongoing oversight of an investment professional.
Delegation & oversightKeep the reasoning, too
Connect the information you considered to the decisions you made and why.
Evidence fileMeet yourself where you are
A first step for you.
A shared purpose for everyone.
Whether you’re stepping into a family responsibility or managing a professional practice, the work deserves a clear path.
Built for people, not just processes
Bennett Family Trust · Fictional demo
The story behind a decision.
Investment delegation review
Start with the sourceCalifornia Probate Code § 16052
Consider the informationScope, qualifications, fees & alternatives
Record the reasoningA draft for the fiduciary to review
Keep the evidence togetherOriginal records, notes & review history
More than a checklist
Show what you did.
Remember why you did it.
An evidence file connects sources, supporting documents, decisions, and follow-up. It helps tell the story of a thoughtful process over time.
01
Ask and understand
Start with a question and inspect the source.
02
Review and decide
Bring the facts and your professionals into the process.
03
Document and revisit
Keep the reasoning and set the next review.
You don’t have to find your way alone.
See what a clearer fiduciary workflow can feel like.