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 complete tedious tasks through Trustate's task automation system. Check!
Use Trustate's task automation system to:
Our proprietary technology and partnerships with global data providers means you are getting accurate, real-time discovery for your clients.
Instant calculations and accountings for both planning and administration clients.