Our software is web-based, so there is no need for installation or complicated integrations. Simply create an account, and start using our tools.
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.
In order to maintain the highest level of security, it is recommended that each user creates their own account.
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!
Yes, Trustate works in all 50 states.
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