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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
Attorneys
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
Trust Funding
Automated trust funding in an easy to use platform.
Pricing
Learn
Trustate in the News
See where Trustate has been featured in the media.
Knowledge Base
Read our articles and explore our resources.
FAQs
Get answers to common questions.
About Trustate
About Trustate
Learn about our Mission, Vision and team.
Careers
Interested in working with Trustate? Explore our available positions.
Contact Us
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How Tos
OTHER CATEGORIES
Technology
Taxes
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Estate Administration/Estate Settlement
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Estates In The News
How Tos
How Tos
NEW LAW ALERT - The Corporate Transparency Act
August 17, 2023
How Tos
The Importance of Funding Revocable Trusts During Lifetime: Avoiding Future Problems
June 7, 2023
How Tos
Pre and Post-Drafting Steps You May Want to Include in Your Practice
April 6, 2023
How Tos
Transferring a Bank Account vs. Retitling - What's the difference?
February 27, 2023
How Tos
The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Five: Distributions
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Four: Payment & Taxes
February 7, 2023
How Tos
The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase One: Estate Opening
February 7, 2023
How Tos
The 6 Phases of Estate Administration - What are they and why they matter
February 7, 2023
How Tos
Disclaimers - What is it, and what you need to know
December 27, 2022
How Tos
What is a 6166 Election?
November 11, 2022
How Tos
What is Margin and How Does it impact an Estate Administration?
October 5, 2022
How Tos
Art In An Estate- What To Do
July 22, 2022
How Tos
What Happens to A Power of Attorney After Someone Dies?
May 12, 2022
How Tos
§645 Election- What is it and How is it Used?
March 2, 2022
How Tos
What is Form 1040?
February 22, 2022
How Tos
How To Obtain an Estate EIN
February 11, 2022
How Tos
Step-up in Basis - What is it and how does it work?
January 17, 2022
How Tos
15 Items to Gather After a Loved One Dies
October 29, 2020
How Tos
How to sell a car directly from an estate
October 16, 2020
How Tos
How to distribute a deceased person’s car to an estate beneficiary
October 14, 2020
How Tos
Lost Car Title? What to do
October 12, 2020
How Tos
How to Transfer Car Titles to a Surviving Joint Owner
October 12, 2020
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