Trustate News and Resources

Featured Press

Trustate And EstateExec Join Forces to Deliver Estate Administration Task Automation to the Masses
Trustate And EstateExec Join Forces to Deliver Estate Administration Task Automation to the Masses
Trustate Press Team
Trustate, the award-winning, female-founded Tampa Bay estate administration startup that uses technology and automation to seamlessly administer estates, today announces that they have joined forces with EstateExec to offer EstateExec clients access to Trustate’s first-of-its-kind estate administration task automation system. Trustate’s easy-to-use estate administration capabilities will now be available to EstateExec users through EstateExec’s own estate management platform. 
Trustate Unveils First-of-its-kind Asset and Liability Tool for Trusts and Estates Professionals
Trustate Unveils First-of-its-kind Asset and Liability Tool for Trusts and Estates Professionals
Press
Trustate’s newest tool leverages differentiated data from Equifax to give trusts and estates professionals full visibility into the decedent’s estate
How Much of Estate Administration Can be Automated?
How Much of Estate Administration Can be Automated?
David H. Lenok
Estate planning tech startup Trustate thinks it has the answer.
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Featured Blogs

Death and Income Taxes - Who files? How? When? 
Death and Income Taxes - Who files? How? When? 
Trustate Team
This is often a huge question mark for so many executors. As the old adage goes, the only thing certain in life are death and taxes, so yes, the deceased’s existing tax reporting & payment obligation shifts to become an obligation of the estate. This means that the legally authorized representative of the estate, i.e., the Executor, Administrator or Personal Representative, is responsible for timely filing the decedent’s income tax returns (as well as for any back-returns that the deceased failed to file during his/her lifetime), and making payments from the estate for any taxes owed.
Got Liquidity Problems in your Estate Administration? How to navigate in this rising rate environment.
Got Liquidity Problems in your Estate Administration? How to navigate in this rising rate environment.
Trustate Team
Graegin loans are loans that can be used to pay estate tax and estate administration expenses. Under the right circumstances, a Graegin loan can provide low-liquidity estates with the ability to both defer and reduce estate tax liability.
What is a 6166 Election?
What is a 6166 Election?
Trustate Team
A 6166 election allows an executor to extend payment of part or all of the portion of the estate tax that is attributable to a closely held business interest. In this article, we dive into the details of what it is, and when to use it.
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