Built on over 30 years of real-world application, our estate planning documents are designed by an elite consortium of highly respected trusts and estates attorneys from across the country. Among them are ACTEC Fellows, esteemed T&E law professors, and members of the Society of Trust and Estate Practitioners (STEP). These experts represent top AmLaw 100 firms—such as DLA Piper, McDermott Will & Emery, Baker Donelson, and Nelson Mullins—as well as leading mid-sized and boutique firms. Their collective knowledge spans estate planning, tax law, fiduciary litigation, corporate law, and more—ensuring our documents stand up to the highest professional standards.
Developed by top trusts and estates attorneys with over 30 years of practical application.
Contributors hail from leading firms like DLA Piper, McDermott Will & Emery, Baker Donelson, and Nelson Mullins.
Backed by ACTEC Fellows, esteemed T&E law professors, members of STEP, and Estate Litigators.
Refined through decades of real-world use in estate planning and litigation at AmLaw 100 firms, mid-sized firms, and specialized boutique practices.
Draft documents within minutes, rather than hours
Clear, concise documents enhance understanding and confidence.
Firms can maintain uniformity in their legal documents while still allowing for necessary customization
Clients can update asset lists or modify provisions within Schedule A without having to formally amend the trust or will itself.
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. To learn more about our security protocols, click here.
In order to maintain the highest level of security, each user must create their own account.
No. Trustate is a software system designed for your firm and will never communicate directly with your client.
Yes, Trustate works in all 50 states.
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