for attorneys

Complete estate tasks faster and easier than ever.

Let Trustate take care of your trust and estate operations, from planning through administration, so you can focus on what matters most... your clients.

Created by estates attorneys, for estates attorneys.

*affiliations
proven results

Trusted by 1000+ firms who can't imagine working without it.

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, PLLC
3 min
average implementation time to use Trustate
10k+
expertly-crafted, easy-to-understand estate planning docs
100%
of law firms using Trustate report increased bandwidth and more room to serve clients
120+
post-death automated tasks to close administrations faster and more efficiently
40%
increase in profits for trusts & estates practices using Trustate
$50M+
in unknown assets & liabilities discovered through Trustate’s technology
50+
financial searches for real-time asset & liability discovery
for attorneys

Frequently Asked Questions

How will this software integrate into my practice?
How secure is the software platform?
Should I create a firm-wide account or user-based account?
Will Trustate be contacting my client?
Does Trustate service estates nationwide?