Your fiduciary duty
requires documentation.
We make it easy.
Trust officers at banks like Truist and Wells Fargo rely on SeekNow to inspect, document, and preserve residential properties held in trust, fulfilling the duty to protect trust assets without deploying internal staff.
Under the Uniform Trust Code and most state probate statutes, trustees have a legal duty to take control of, protect, and preserve trust property. For real estate, that means maintaining the asset, securing adequate insurance, and documenting condition, or risking personal liability for losses to the trust.
Uniform Trust Code, Sec. 809
Trust officers hold real estate they've never seen.
When a trust is established, or when a property passes into trust at death, the bank trustee assumes legal responsibility for maintaining it. But most trust departments have no in-house field capability. Getting eyes on scattered residential properties is slow, expensive, and inconsistent.
Four inspection triggers
that protect the trustee.
Each trigger represents a point where undocumented property condition creates fiduciary risk. SeekNow provides the field capability to close that gap.
New Trust Established
When a property enters trust, at formation or upon the grantor's death, the trustee needs an immediate condition baseline. What is the property's current state? Are there deferred maintenance issues? Is existing insurance coverage adequate? SeekNow provides a complete inspection report at intake.
Annual Condition Verification
Trustees have an ongoing duty to preserve trust property. Annual or periodic property checks document that the trustee is actively monitoring condition, maintenance needs, and occupant use, creating a defensible record for beneficiary accountings and any future disputes.
Pre-Sale Inspection
Before a trust property is listed or distributed to beneficiaries, a verified condition inspection establishes fair market value context, surfaces any issues requiring disclosure, and documents the trustee's due diligence in the disposition process.
Storm or Damage Documentation
When weather events or other damage affect trust property, trustees need rapid, documented damage assessments to support insurance claims, authorize emergency repairs, and demonstrate prompt action to protect the asset, all core fiduciary obligations.
Inspection services built
for trust administration.
Every SeekNow inspection for trust-held property delivers structured data, timestamped documentation, and a consistent format, ready for your fiduciary files, beneficiary accountings, and insurance records.
Initial Property Inspection
Full interior and exterior documentation when a property enters trust. Condition report, photo evidence, and structural notes. Everything needed to establish the baseline and set appropriate insurance coverage.
Learn morePeriodic Condition Reports
Annual or scheduled property walkthroughs that document current condition, flag maintenance needs, and verify that the property is being used and maintained appropriately by any occupants.
Learn morePre-Sale / Disposition Inspection
Verified condition documentation before a property is sold or distributed to beneficiaries. Supports accurate valuation, required disclosures, and demonstrates trustee due diligence at disposition.
Learn moreStorm & Damage Response
Rapid damage documentation and emergency tarping following weather events. Provides trustees with the evidence needed to file insurance claims, authorize repairs, and document responsive action.
Learn more360 Interior Documentation
Immersive virtual tours of trust property interiors. Gives trust officers a complete, navigable view of the property condition and a defensible record, without requiring a site visit.
Learn moreRepair & Maintenance Estimates
When inspections surface deferred maintenance or damage, SeekNow can provide repair estimates alongside the condition report, giving trust officers the data needed to authorize and document corrective work.
Learn more Built for the way
trust departments work.
Trust officers manage large books of accounts. They need a field partner who is consistent, scalable, and produces documentation that holds up, not a vendor that requires hand-holding on every order.
Consistent format across every account
Every SeekNow inspection delivers the same structured data and documentation format, regardless of market, making it easy to maintain records across a full book of trust accounts.
Nationwide field coverage, on demand
Trust property can be anywhere. Our network covers the Lower 48 with 48-hour average turnaround, no matter where the property is located.
Defensible, timestamped documentation
Every report includes geo-tagged photos, timestamped condition notes, and a structured data output ready for fiduciary files, beneficiary accountings, and insurance carriers.
Sensitive handling of occupied properties
Beneficiaries in residence can be protective of "their" home. SeekNow field professionals are trained to approach these situations professionally and respectfully.
One vendor, every service
Intake inspections, annual checks, pre-sale documentation, storm response, and repair estimates, all from a single trusted partner that understands your fiduciary context.
See the property.
Without being there.
SeekNow's 360 interior capture gives trust officers a complete, navigable view of the property, useful for condition review, beneficiary reporting, and pre-sale due diligence.
Room-by-room virtual tour with condition tagging, shareable via link with beneficiaries or co-trustees.
Defensible documentation that demonstrates the trustee actively monitored and preserved the property.
Reduces the need for trustee site visits. Review condition remotely, at any time, from any device.
