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Trust Funding, Estate and Trust Administrations, and Guardianships/POAs

ESTATE PLANNING DOCS

Estate Planning Docs

Draft expertly created estate planning docs
in minutes.

TRUST FUNDING

Trust Funding

Manage estates of any size so you can focus on what matters most - your clients.

PROBATE & TRUST ADMINISTRATION

Automated Estate Operations

Manage estates of any size so you can focus on what matters most - your clients.

ASSET & LIABILITY SEARCHES

Discovery Tools

Identify the assets, liabilities and other important details of any estate you are working on.

TRUSTATE FOR

Attorneys

Seamlessly integrate automated estate administration into your practice.

Trust Companies

Operational efficiency at the click of a button.

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Knowledge Base

Read our articles and explore our resources.

Events Calendar

Register for expertly created webinars with of-the-moment topics.

FAQs

Get answers to common trusts & estates questions.

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Why Trustate

Learn about the Trustate impact.

Trustate in the News

See where Trustate has been featured in the media.

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Explore everything that Trustate can do for you.

FEATURES

Estate Planning Docs

Administer an estate of any size so you can focus on what matters most - your clients.

Trust Funding

Delegate and automate the tasks you don't want to work on. Assign individual tasks to Trustate experts.

Automated Estate Operations

Seamlessly integrate automated estate administration into your business.

Discovery Tools

Identify the assets, liabilties, and other important details of any estate you are working on.

TRUSTATE FOR

Attorneys

Seamlessly integrate automated estate administration into your practice.

Trust Companies

Your clients turn to you in time of need, let them turn to you for estate administration as well.

Pricing

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Knowledge Base

Events Calendar

Trusts & Estates FAQs

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Help Center

trustate community

Frequently Asked Questions

What is the Trustate Community, and how do I join?

The Trustate Community is an exclusive space for Trustate subscribers to connect, collaborate, and support each other as you grow your practice and navigate estate planning and administration. To join, use the same email address associated with your Trustate subscription to create a new account:

→ Join the Trustate Community

What can I do inside the community?

You can ask questions, share insights, exchange best practices, and learn from other estate planning professionals using Trustate in real time. It’s a place to both get help and contribute your own expertise.

It's also a place to stay up-to-date on Trustate product updates, offerings, and more.

How can the Trustate Community help me grow my practice?

Through our two referral forums: Deed Referrals and general Referrals. Trustate users are fostering work relationships and increasing their bottom line with these forums.

Where can I find upcoming events and past webinar recordings?

The Trustate Community includes access to educational content like events, trainings, and an archive of past sessions. You can join live events to learn directly from the Trustate team and a wide array of guest experts, or explore the archive anytime to revisit key topics, sharpen your skills, and stay current on best practices—all on your own schedule.