for ATTORNEYS by attorneys

Drafting is in our DNA

Expertly crafted. Proven over decades. Trustate's estate planning documents aren't just different,
they're better.

Experience the difference.

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.

Expertly Crafted & Time-Tested

Developed by top trusts and estates attorneys with over 30 years of practical application.

AmLaw 100 Expertise

Contributors hail from leading firms like DLA Piper, McDermott Will & Emery, Baker Donelson, and Nelson Mullins.

Elite Legal Minds

Backed by ACTEC Fellows, esteemed T&E law professors, members of STEP, and Estate Litigators.

Proven in Practice & Widely Adopted

Refined through decades of real-world use in estate planning and litigation at AmLaw 100 firms, mid-sized firms, and specialized boutique practices.

Reduced Drafting Time

Draft documents within minutes, rather than hours

Improved Client Experience

Clear, concise documents enhance understanding and confidence.

Consistency Across Documents

Firms can maintain uniformity in their legal documents while still allowing for necessary customization

Greater Flexibility

Clients can update asset lists or modify provisions within Schedule A without having to formally amend the trust or will itself.

Draft planning documents in under 5 minutes.

Proven Expertise

"Incorporating by reference lengthy 'boilerplate' provisions (i.e., clauses used in 99% of Wills and Trusts) leads to more concise and reader-friendly documents.  It also makes it a much less daunting task for clients to review their existing plans and consider appropriate updates and revisions."
- Michael Bakhama, Esq.

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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. To learn more about our security protocols, click here.

Should I create a firm-wide account or user-based account?

In order to maintain the highest level of security, each user must create their own account.

Will Trustate be contacting my client?

No. Trustate is a software system designed for your firm and will never communicate directly with your client.

Does Trustate service estates nationwide?

Yes, Trustate works in all 50 states.