Stop chasing clients for trust minutes.
Every March the same thing happens: trust clients arrive with no minutes, no resolutions and no idea where the deed is. Deedcase gets your clients to keep their own records up to date, and gives you one screen to see who has.
Your clients keep the records. You see the status.
Every client trust at a glance
See which trusts have current annual minutes, which have unsigned resolutions, and which have no records at all.
Chase without the emails
Send a reminder that takes the trustee straight to the missing item. No more back-and-forth in March.
Records ready for year-end
Download signed resolutions, annual minutes and the asset register as PDFs for your working papers.
It works alongside your practice software.
Deedcase doesn't prepare financial statements or tax returns. That stays with you. It covers the trustee side that clients are meant to do themselves: keeping section 45 records, recording decisions and completing the annual review.
| Task | Who does it |
|---|---|
| Financial statements, IR6 and disclosure forms | Your firm |
| Keeping the deed, variations and trustee appointment records | Trustees, in Deedcase |
| Recording and signing trustee decisions | Trustees, in Deedcase |
| Annual review and minutes | Trustees, in Deedcase |
| Checking it's all done | You, on the dashboard |
Two ways to offer it.
Clients pay directly
- Advisor dashboard included
- Invite clients with your firm's name on the invitation
- No billing for you to manage
Your firm pays and bundles it
- Everything in the free option
- Your branding on client reminders
- One invoice for all client trusts
Launching summer 2026–27. We're looking for a few founding partner firms to help shape the dashboard.
Want to be a founding partner firm?
Twenty minutes, a walk-through of the app, and your say on what the dashboard needs.
Book a demo