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Trustate for ATTORNEYS

Complete estate tasks
faster and easier than ever.

Automated estate operations in an easy to use platform. Let Trustate take care of your estate administration and planning tasks, so you can focus on what matters most...your clients.

Attorney using Trustate

Trusted by over 350 law firms

5 star review

Trustate has revolutionized probate and estate administration. Its streamlined and user-friendly suite of tools is a wonderful tool for attorneys, but its a la carte tasks (e.g., re-titling savings bonds) is a particularly wonderful benefit for Executors and Administrators who find themselves getting bogged down with all the minutiae of wrapping up an estate settlement. Trustate allows them to offload what they can no longer bear to deal with while they tackle the tasks they can manage.

Larissa G.
Duncan Galloway Greenwald PLLC
5 star review

I fell in love with Trustate immediately. I can’t imagine any estate planner or financial planner not using this technology for their clients.

Steve Oshins
Steve Oshins
Oshins & Associates, LLC
5 star review

Trustate has been extremely helpful with our office's handling of probate estates in Florida...We have been very happy to let them interact with our clients directly. They are very responsive and experienced. It has saved us countless hours. I definitely recommend their services.

Law Offices of Mark F. Moss
Mark M.
Law Offices of Mark F. Moss, PLLC
5 star review

Great software and amazing support! Trustate truly cares about their clients and my clients! Very glad to have this service for my firm.

B. G.
Estate Planning Attorney in Wyoming
5 star review

Trustate is an absolute game changer in the estate administration space. Setup was a breeze, and the client dashboard intuitively itemizes all phases of the estate administration process from opening bank accounts to preparing critical documents such as tax forms. All of this is presented via a user-friendly interface and most tasks can be pushed out to Trustate to handle for you. I highly recommend Trustate's estate administration software, especially if you are a practitioner who regularly works in this space.

Stephen A.
Estate planning attorney in New Jersey

3 Minutes

Average implementation time to use Trustate's software

$10M+

In unknown liabilities discovered through use of Trustate's technology.

100%

of law firms who use Trustate have reported increased bandwidth, making room to serve more clients.

40%

Increase in profits for trusts & estates practices using Trustate.

Frequently Asked Questions

How will this software integrate into my practice?

Our software is web-based, so there is no need for installation or complicated integrations. Simply create an account, and start using our tools.

How secure is the software platform?

Our software is built on the best in class platforms with the highest security standards in place. In addition to our secure platform, we have implemented a 3-step verification process to ensure the security of the data.

Is there a cost to create an account?

No, account creation is free. Once an account is created you can choose which work you need Trustate's assistance with and you will be charged accordingly. Our prices are transparent so you will be able to pick and choose as you go.

Should I create a firm-wide account or user-based account?

In order to maintain the highest level of security, it is recommended that each user creates their own account.

Will Trustate be contacting my client?

Only with your permission and direction. If you would like all estate administration communication to go through you, that is perfectly fine. If you prefer we reach out to the client directly, that works too. The choice is yours!

Does Trustate service estates nationwide?

Yes, Trustate works in all 50 states.