Your firm is collaborative, and so is Trustate. Delegate and manage estate tasks seamlessly.
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Streamline your workload with pre-populated task workflows, add deadlines to your calendar, and push the estate and trust funding tasks you don’t want to do to Trustate. Check!
Let Trustate do it for you:
Our proprietary technology and partnerships with global data providers means you are getting accurate, real-time discovery for your clients.
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Seamlessly integrate automated estate administration into your business.
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Trustate offers affordable pricing plans to meet your needs and budget.
Still have questions about how Trustate can help you? We're here to help.
Schedule a DemoWhether you need help with a single task or an entire estate, we have tools to help.
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