Your firm is collaborative, and so is Trustate. Delegate and manage estate tasks seamlessly.
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.
Seamlessly integrate automated estate administration into your business.