HomeTrustOS is the command center for a living trust business that's been protecting San Diego families since 1992. Client tracking, document workflows, revenue visibility. Everything in one place.
Not another generic CRM. This is purpose-built for estate document preparation.
Track every client from first call to signed trust. See who needs follow-up, who's in progress, and who's overdue for a trust review.
Living trusts, powers of attorney, DNRs, pour-over wills. Manage document status, versions, and completion across every client file.
Monthly revenue, average deal size, client acquisition cost. Know exactly where your business stands without digging through spreadsheets.
Trusts should be reviewed every 3-5 years. Automated reminders turn past clients into recurring revenue without lifting a finger.
California's statutory probate fees hit hard. For a median San Diego home, families lose tens of thousands to a process that could've been avoided with a $500-$1,500 trust. HomeTrust exists to close that gap.
"Extremely trustworthy and works well with my family, friends, and clients. I highly recommend James in every aspect of Trust preparation."Verified Recommendation
HomeTrustOS gives a proven San Diego practice the tools to serve more families, track every client, and grow with intention.