Six Clerks is the infrastructure layer for trust-based financial transactions. We automate trust certification from intake through execution — so institutions close faster and trustees never fill out another paper form.
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Every time a trustee needs to open an account, refinance a property, or move assets, their financial institution requires a trust certification. Today, that means paper forms, email chains, rejected documents, and weeks of back-and-forth.
Certifications get rejected for missing notarizations. Forms go stale under institutional policy. Trustees send entire trust documents that have to be deleted for compliance. And every institution has its own requirements.
Your client receives a secure, branded link. Six Clerks handles the rest.
The trustee uploads their trust document through a secure, guided interface. AI extracts the key provisions — no manual entry required.
Six Clerks auto-populates your institution's specific certification form, coordinates multi-trustee signatures, and handles notarization.
A complete, execution-ready evidence package is delivered to your operations team — instantly. No chasing, no rejects, no loose ends.
Every institution has unique certification requirements, policy overlays, and execution rules. Six Clerks configures to your exact specifications — your forms, your workflows, your brand.
Trustee changes, death, incapacity, amendments — Six Clerks monitors trust events and triggers automatic refreshes. Your institution always has current, valid certification on file.
Trust certifications that take weeks over email are completed in days. Fewer rejects, less staff intervention, faster time to transaction.
The right parties execute the right workflow every time. No more incorrect trustee authority creating downstream disruption.
Complete evidence packages with execution artifacts, audit trails, and evaluation reports — who signed what, when, and why it passed.
Every institution has unique requirements. Six Clerks configures to your specific templates, policy overlays, and execution rules.
Trustee changes, amendments, incapacity — Six Clerks triggers automatic refreshes so certifications never go stale on your books.
Your clients see your brand, not ours. Six Clerks operates as invisible infrastructure behind your institution's experience.
No more printing forms, chasing notaries, or coordinating signatures across co-trustees by email. With Six Clerks, you click a link, review your information, sign digitally, and you're done. Your institution gets everything they need, and you get your time back.
One profile. Always current. Accepted everywhere.
We're launching soon with a select group of institutional partners. Join the waitlist for early access.
We'll only email you when it matters.