Trustate for Professionals

Focus on what you do best and leave the rest to us.

Supporting your clients during difficult times can present many challenges. Let us handle estate administration, so you can focus on your clients.

Building with network of accounts

Mitigate Risk

Eliminate the risk of manual mistakes by automating the majority of the tasks involved in an estate administration.
customer support representative providing guidance

Enhanced Client Support

Our specialists deliver a frictionless, technology-driven experience that exceeds the expectations of our professional clients', and the families and individuals they serve.
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Accelerated Business Development

Keeping up with your clients’ needs can hinder your ability to build relationships with the next generation. We accelerate that process by helping you quickly build trust and rapport.
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Enhanced Revenue Stream

Our competitive fee structure allows you to offer more robust services at a lower cost than your competition.