Premier Trust Accounting Services
for Title & Escrow Agents

Assist your customers and your business with personalized 3-way reconciliation and management for unclaimed property, 1099-S filing, and W9 due diligence.

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Secure Your Trust Accounts with Compliance-Focused Solutions

Daily 3-Way Reconciliation

We review your accounts daily and present any irregularities to you on your exception report. Need assistance in managing your exceptions? Just call or email your assigned reconciler.

Unclaimed Property

Make handling escrow balances and uncashed checks easier with TrustLink-managed escheating procedures. View all activity in progress through our secure, online portal. We will notify you whenever any action is needed.

1099-S Reporting

Using the IRS TIN verification system, we send the taxpayer identification number and name through the IRS database prior to filing. Any numbers that do not match the name are reported to you.

W-9 Due Diligence

On your behalf, we send a new W-9 form to the taxpayer for correction. We track the process and store reports to provide proof in the event of an IRS audit or penalty notice.


We can assist you with all of your TrustLink Services at no charge. Just pick up the phone and to speak with a representative ready to help. Our Help Desk is available Monday - Friday, 6:00 a.m. until 5:00 p.m. Pacific.


Audits, clearing exceptions, and reconciling accounts that may be in arrears can be challenging. We’re here to help.

Fraud-Protection for Your
Trust Accounts

  • Complete segregation of duties
  • Electronic verification and management approval
  • Positive pay upload to the bank

What Our Customers Say About TRUSTLINK™

“Using TrustLink saved me and my staff time, not to mention accounting expenses if this service was completed by a third-party bookkeeper on a daily basis. Our annual audits with our underwriters this year were the easiest and least stressful ever; in my close to thirty years in business we received the fewest exceptions. I wholeheartedly recommend TrustLink one thousand percent.”

– David Deckelbaum, Settlementcorp, DC

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