law firms are already using Trustate.

By embracing our cutting-edge estate automation tools, your firm can set itself apart and solidify its reputation for excellence.

One dashboard. All of your estates...

Collaboration is key

Your firm is collaborative, and so is Trustate. Delegate and manage estate tasks seamlessly.

Assign estates to team members
Assign estate-specific tasks to team members
Instantly integrate important tax filing deadlines to your calendar
Learn which tasks have been completed at a quick glance
Task progress tracker shows you how much more work is left to complete in each matter

Check more tasks off your list

Streamline your workload with pre-populated task workflows, add deadlines to your calendar, and push the estate and trust funding tasks you don’t want to do to Trustate. Check!

Let Trustate do it for you:

Account closure and transfer tasks
Administration process tasks

View All Tasks

Trust funding tasks

Transfer and retitling tasks

Explore Trust Funding Tasks

Asset & liability results in a few clicks

Our proprietary technology and partnerships with global data providers means you are getting accurate, real-time discovery for your clients.

Bank accounts
Bankruptcy history
Retirement accounts
Employment history
Life Insurance
Name and alias info
Property history

Seamless estate operations

Seamlessly integrate automated estate administration into your business.

Average implementation time is less than 3 minutes
Built on best in class platforms using highest security standards
Learn more about our solutionsTry it! An Interactive Demo

Discover Trustate's all-in-one estate operations platform:

Explore our Pricing

Trustate offers affordable pricing plans to meet your needs and budget.

Our Pricing

Book a Demo Instantly

Still have questions about how Trustate can help you? We're here to help.

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Ready to Get Started?

Whether you need help with a single task or an entire estate, we have tools to help.

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