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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.

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
Oshins & Associates, LLC

3 Minutes

Average implementation time to use Trustate's software


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


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


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.