Built by a practising trusts firm, not a tech vendor
The operating system for private trust corporations
Trust ledgers, matter management and compliance — in one place, built by practising trust lawyers. Replace the spreadsheets and produce HMRC-ready accounts in minutes.
The problem
Trust administration has outgrown the tools most firms use to run it
Ledgers live in spreadsheets
Trust capital and income tracked across dozens of workbooks, with no double-entry discipline and no reliable audit history.
Case notes are scattered
Deeds in one drive, correspondence in a mailbox, tasks on paper. Nobody can see the full picture of a trust in one view.
Compliance runs on memory
CDD refreshes, sanctions screening and annual reviews slip because nothing tells you what is due — and HMRC-ready accounts take days.
The platform
One system for the ledger, the matter and the compliance file
Trust ledger
Proper double-entry bookkeeping per trust, with capital and income separated. HMRC-ready accounts on demand, not after a week of reconciliation.
Matter management
Every trust, party, deed and task in one place. Open a trust and see settlors, trustees, beneficiaries, documents and next actions together.
Compliance built in
CDD records, sanctions checks and annual reviews scheduled and tracked, so nothing depends on someone remembering.
Multi-tenant secure
Row-level security enforced in the database. Your firm's data is isolated from every other firm on the platform, by design.
Import your register
Bring your existing trust register in from Isokon, Excel or CSV in minutes, with mapped parties and opening balances.
Modern audit trail
Every change to every ledger entry, matter and party is recorded — what changed, who changed it, and when.
Why Acer
We built this because we needed it ourselves
Acer Trusts started inside a working trusts practice. Every screen was drawn from a real file: a lifetime settlement that needed capital and income kept apart, a CDD refresh that had to be evidenced, a set of trust accounts that had to stand up to HMRC. It is software written by the people who sign the accounts — which is why it behaves like a trust department rather than a generic CRM.
- Built by Acer Prime Law, a specialist trusts and estates practice regulated by the SRA and serving professional partners since 2017.
- Not a repackaged general accounting tool — designed from the ledger up for trust work, by the people who do the work.
- UK-hosted data. ICO registration in progress. Cyber-aware architecture with least-privilege access throughout.
Book a demo
See it against one of your own trusts
A 30-minute walkthrough with someone who administers trusts for a living. Bring a real file and we will show you the ledger, the matter view and the compliance schedule as they would look for your firm.