Everything in one place
The deed, the structure, the documents and the answers - one workspace per structure. No more hunting across systems.
Trustelligence answers any question in seconds and surfaces the risks others miss - so your fiduciary team works faster and executes every decision correctly.
Ask Trustelligence Can the trustees lend to a beneficiary?
Yes, within the trustees' powers Trust Deed, clause 6.3
Designed by leading trusts lawyers for trust and company management teams
Why Trustelligence
Trustelligence reduces the time spent on administrative tasks, so your team has time back for critical analysis.
The deed, the structure, the documents and the answers - one workspace per structure. No more hunting across systems.
As you chat and run workflows, Trustelligence surfaces the risks, gaps and questions worth a second look.
Checks that took hours run in minutes - so your team can manage a bigger book.
The cost of manual monitoring
In a published enforcement statement, the Guernsey regulator fined a licensed fiduciary £450,000. The findings read like a checklist of manual work left undone.
A change in beneficial ownership that went unnoticed - and was only discovered when a bank asked.
Of client files with overdue periodic reviews - some untouched since the structures were established.
A client loan held with no documentation on file, and no one monitoring the transaction.
Trustelligence puts this monitoring in your team's hands - surfacing ownership changes, review schedules and missing documents as they work - so nothing waits for the next file review.
Source: GFSC public statement, July 2026
Workflows
Pick a job. Trustelligence works through the documents and comes back with a clear, ready-to-use answer - in minutes, not hours.
Every workflow leaves a clear record you can save, share or turn into a minute.
How it works
Point Trustelligence at the file and it does the reading - structure, risks and answers, ready in minutes.
Trust deeds, company documents, internal policies - add everything, and Trustelligence organises it into one workspace.
Trustelligence reads the whole file, maps the structure and surfaces the risks, deadlines and answers that matter.
Run a workflow and get a clear, ready-to-use answer in minutes.
Interrogate any area of your structure, accurately.
Ask Trustelligence anything about a trust, and get an answer drawn from its own documents.
See every asset
Trustelligence maps every asset a structure holds - the funds, the companies and the property beneath them - straight from your documents.
Built automatically from the trust deed, company registers and accounts.
Trust Summary
Trustelligence builds a Trust Summary from the documents - the key parties, the governance and the trustees' powers, in plain English.
Why not generic AI
A general assistant answers from the open internet and can't show its work. Trustelligence reads only your documents, cites every answer to the clause, and always leaves the decision with you - because in a fiduciary role, being roughly right is not enough.
Answers come from the trust's own deed and files, never the open internet.
See the exact clause each answer came from, and check it in seconds.
Trustelligence does the legwork and flags the risks; the judgement stays with your team.
Made by the private client team at Charles Russell Speechlys, not a generic tech vendor.
Who it's for
Whatever your role, Trustelligence covers your trusts and the companies beneath them - so your whole team moves faster.
Review work with an audit trail.
Advise with a clear picture.
Small team, big output.
Assurance in signing off.
Diligence done faster.
Stop rebuilding the file by hand.
The difference
From onboarding a new trust to everyday checks, Trustelligence makes your whole team faster.
Less time on admin, more time doing right by your clients - across your whole book.
Managed Onboarding
Prefer it done for you? We set everything up and get your team adopting it - so you start fast, with no time wasted.
Send us your documents and we build the whole workspace, ready to use.
We get your whole team confident and using Trustelligence from day one.
Skip the setup and the learning curve - start live, not from scratch.
Common questions
Trustelligence has been built by the leading trust and private client team at Charles Russell Speechlys, working alongside specialist AI engineers to ensure both legal depth and technical precision.
Trust and company management teams are under increasing pressure to do more with less, deliver faster turnaround times, and show clients they are innovating. Trustelligence gives everyone on your team a focused AI assistant trained specifically on trusts and company structures, helping them work more efficiently, spot issues earlier, and deliver a higher standard of service.
Trustelligence combines the power of frontier AI models with deep training around core trust concepts and structures. It is designed to answer questions grounded in your documents, providing a level of accuracy and specificity that general-purpose tools cannot match. You get the benefits of advanced AI with the nuance and discipline of a specialist private client product.
Trustelligence works from your own trust documents, not general knowledge, and shows you where each answer comes from. A person always reviews and approves - Trustelligence does the legwork, your team makes the call.
No. Trustelligence gathers the facts and flags the risks; your team decides. It takes away the busywork, not the responsibility.
You do. Storage is on Microsoft Azure with a UK data-residency option and role-based access, and your data is never used to train external AI models.
Yes - protecting your clients' most sensitive information is fundamental to Trustelligence. Everything is encrypted in transit and at rest on Microsoft Azure, with a UK data-residency option, role-based access, and your data is never used to train external AI models. For the full picture - infrastructure, certifications and how we handle your data - see our Trust Centre.
Point Trustelligence at a trust's documents and it builds the workspace - structure, summary and first answers - in minutes.
Yes. With Managed Onboarding, our team sets everything up for you - we build the workspace, get it ready to use and help your whole team adopt it - so you start fast, with no time wasted.
Join the pilot
We're opening Trustelligence to a small first cohort of trust teams. Register your interest and we'll arrange a private walkthrough, set you up with early access as the pilot opens, and shape it around the way your team works.
Email us and we'll be in touch within two working days to arrange your walkthrough.
hello@trustelligenceai.com Email us to pre-registerInclude your name, firm and role - we'll do the rest.