Trustate is designed to complement, not complicate, your firm’s technology. Our integrations connect Trustate with the platforms you already rely on, helping you eliminate bottlenecks, reduce manual work, and keep matters moving without sacrificing quality. Explore our current integrations below and check back as we continue expanding our ecosystem.
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Import your Clio Manage matters and contacts into Trustate in one click, so every estate matter starts with clean, complete client data.
Send matters directly from Decision Vault, a client data gathering tool for estate planners, into Trustate.
Securely collaborate with your estate planning clients throughout their entire estate planning journey in a beautiful master vault start to finish. Send matters directly into Trustate.
Transition from traditional, hourly-billing, litigation- or document-heavy practices into relationship-driven estate planning businesses.
Plan for the people you love and integrate directly into Trustate.
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