Every calculation, every account—done in one click.
Trustate's estate balance sheet with instant accountings means you can now calculate estate assets and liabilities in an easy-to-use, collaborative, secure environment.
Estate Calculations
Real-time tax and accounting calculations
Income + Principal
Estate Tax
Taxable + Non-Taxable Probate Assets
.....and more.
One platform replaces your spreadsheets.
Trustate's estate balance sheet feature with collaborative, real-time changes means everyone is viewing the most recent version.
Collaborate
Collaborate with your team and clients in real time.
Teams can easily edit, add and track assets and liabilities in one secure environment.
Grant sharing access to your clients so they can review entries.
Collaborative, real-time changes.
Ready to ditch the spreadsheets? See how estate balance sheets work in Trustate.
