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Automated Estate Administration

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

Task Delegation

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

Decedent Discovery Tools

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

Seamless Implementation

Seamlessly integrate automated estate administration into your business.

TRUSTATE FOR

Seamlessly integrate automated estate administration into your practice.

Wealth Managers

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

TRUST FUNDING

Automated trust funding in an easy to use platform.

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