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Estate Planning Docs

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

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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

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Seamlessly integrate automated estate administration into your practice.

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Consent Forms for Trusuite Searches

Before running Trusuite searches, clients must sign the appropriate consent forms. Download and complete the applicable forms and upload them to the relevant matter before initiating a search.

Estate Administration Search Consent

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→ Download consent form

Trust Administration Search Consent

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