TRUSTS & ESTATES OPERATIONS
Estate planning, trust funding, and probate, simplified.
Draft documents, run searches, and manage estates—all from one platform built for attorneys.
Trusted by 1000+ firms and financial institutions
Draft documents, run searches, and manage estates—all from one platform built for attorneys.
Estate Planning
Generate 10k+ different expertly-crafted, customizable planning documents in an instant.
Trust Funding
Prepare deeds nationwide, generate beneficiary change forms, retitle accounts, and obtain trust EIN.
Asset and Liability Searches
Run 50+ different financial searches and get accurate, real-time results.
Probate and Trust Administration
Automate probate documents nationwide, track 120+ post-death tasks, and close out estates faster.
Trustate is designed to complement, not complicate, your firm’s technology. Check out what platforms you can integrate with.
Whether you’re a solo practitioner or a growing firm, Trustate has a plan built for how you work.
Walk through the platform with guided demos, from drafting your first will to closing an estate.
11,000+ estates managed. 249,000+ documents generated. See why attorneys are making the switch.
Inc.’s annual Female Founders list celebrates the nation’s most innovative women entrepreneurs, who collectively generated approximately $12.3 billion in 2025.
