Your firm is collaborative, and so is Trustate. Delegate and manage estate tasks seamlessly.
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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:
Our proprietary technology and partnerships with global data providers means you are getting accurate, real-time discovery for your clients.
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Seamlessly integrate automated estate administration into your business.
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Trustate offers affordable pricing plans to meet your needs and budget.
Still have questions about how Trustate can help you? We're here to help.
Show me the demo!Whether you need help with a single task or an entire estate, we have tools to help.
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