Our Solutions

Trust Funding, Estate and Trust Administrations, and Guardianships/POAs

FEATURES

Automated Estate Operations

Manage estates of any size so you can focus on what matters most - your clients.

Task Delegation

Delegate and automate the tasks you don't want to work on. Assign individual tasks to Trustate experts.

Decedent Discovery Tools

Identify the assets, liabilities and other important details of any estate you are working on.

Instant Accountings

Instant calculations and accountings for both planning and administration clients.

TRUSTATE FOR

Seamlessly integrate automated estate administration into your practice.

Trust Companies

Operational efficiency at the click of a button.

Wealth Managers

Your clients turn to you in time of need, let them turn to you for estate administration as well.

TRUST FUNDING

Automated trust funding in an easy to use platform.

Learn

Trustate in the News

See where Trustate has been featured in the media.

Read our articles and explore our resources.

Educational Webinars

Expertly created webinars with of-the-moment topics.

Get answers to common questions.

About Trustate

Learn about the Trustate impact.

Privacy & Security

Learn about our strict security protocols.

Interested in working with Trustate? Explore our available positions.

Connect with our team.

Our Solutions

Our Features and Pricing

Explore everything that Trustate can do for you.

FEATURES

Automated Estate Administration

Administer an estate of any size so you can focus on what matters most - your clients.

Task Delegation

Delegate and automate the tasks you don't want to work on. Assign individual tasks to Trustate experts.

Decedent Discovery Tools

Identify the assets, liabilities and other important details of any estate you are working on.

Seamless Implementation

Seamlessly integrate automated estate administration into your business.

TRUSTATE FOR

Seamlessly integrate automated estate administration into your practice.

Wealth Managers

Your clients turn to you in time of need, let them turn to you for estate administration as well.

TRUST FUNDING

Automated trust funding in an easy to use platform.

Learn

Trustate in the News

See where Trustate has been featured in the media.

Read our articles and explore our resources.

Get answers to common questions.

About Trustate

Learn about our Mission, Vision and team.

Interested in working with Trustate? Explore our available positions.

Connect with our team.

Open My First Estate Sign In

Register for an upcoming webinar

Ask The Experts

Pot Trusts Explained: Are They the Right Choice for Your Clients?

Pot Trusts Explained: Are They the Right Choice for Your Clients?

November 18, 2024

Back to All Blogs

Ask The Experts

OTHER CATEGORIES

Ask The Experts

Educational Webinars

Trust Funding

Technology

Taxes

Co-ops

Probate

Difficult Conversations

Estate Administration/Estate Settlement

Wills & Trusts

Digital Assets

Estates In The News

How Tos

Create Account

Executors Trusts & Estates Professionals

Trusts & Estates Professionals

Attorneys Wealth Managers

About Us

About Us Contact Us

Products & News

Trusuite Tools Expert Estate Administration A La Carte Estate Administration Blogs Trustate News Case Study FAQs