Estate operations | Automation

Who We Are

Trustate was created to equip trusts and estates professionals with the tools they need to manage estates.

We understand the complexities of estate planning, trust funding and estate administration. After years of experience in estate law, complex tax planning, and administering hundreds of estates using our own back-end technology, we came to a clear conclusion.
This could all be simpler, for everyone.

Our Solution

Did you know the average executor devotes more than 500 hours of their own time and over $10,000 (not including legal fees) to settle an estate? For attorneys and other trusts and estates professionals, helping clients through this difficult time can be challenging, time consuming and a drain on resources.

Enter Trustate, the world's first estate operations platform that automates 85% of the tedious tasks associated with trust funding and estate/trust administrations. We are saving professionals countless hours of unbillable time so that you can focus on what matters most, your clients.
The Trustate portal

Our Mission

Ease the burden of managing estates.

Recognition and Awards