Starting today, firms in these states can help clients begin the estate account opening process—directly through Trustate. This integration makes the process seamless, efficient, and fully compliant—saving you and your clients valuable time.

Why This Matters for Your Firm

✅ Save Time: Allows clients to open estate accounts easily and without hassle.

✅ Enhance Client Service: Offers a smoother, stress-free experience for clients.

✅ Trusted Banking Partner: Southern First Bank has 25 years of service excellence and a high-powered, client-focused banking model.

With $4.1 billion in total assets, Southern First Bank shares our commitment to making trust and estate operations easier and more efficient. This partnership empowers law firms to expand their services and better serve their clients.

Unmatched Client Service and Expertise

At Southern First, you’re not just connecting your client with a bank —you’re gaining access to a team of experts who are dedicated to providing exceptional support with authentic hospitality. Their team of banking professionals understand the unique needs of trust and estate operations, serve clients with care, and are always available to answer your questions and guide you through the process.

Get Started Today

If your firm operates in NC, SC, or GA, you can now start the estate account opening process directly from Trustate. Ready to simplify estate administration like never before? Log in to Trustate today and start taking advantage of this powerful new automated task found in Phase 1 for “truadmin” dashboards. Just look for “Open Estate Account", as shown below.

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