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
Instant calculations
Income + Principal
Estate Tax
Taxable + Non-Taxable Probate Assets
.....and more.
Leave the *multiple* spreadsheets behind.
Trustate's estate balance sheet feature with collaborative, real-time changes means everyone is viewing the most recent version.
Collaborate
Share with your team and your clients.
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.
