News

Trustate Team

In this article, we tackle the “who’s who” in an estate administration so you or a client can better understand the roles and responsibilities these key stakeholders play.

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Featured Press

News Story

In Her Own Words: The pandemic is only Leah Del Percio’s most recent crisis. Still she thrives.

Ellen Sherberg

As our communities struggle to open, women across America see their lives becoming more complicated as they juggle responsibilities at home and at work (which is often still at home), caring for coworkers, customers and family. For Leah Del Percio crisis has become a way of life.

Podcast

Podcast: Estate Administration Pitfalls | What Happens After You Die?

Off the Wall

We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered?

News Story

Trustate selected as a Fire Awards Honoree

Lauren Coffey

Trustate is proud to announce we have been selected as a Tampa Bay Fire Awards Honoree for 2021.

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Video

Video: Commercial Real Estate Update & Pandemic Wealth Planning Strategy

FEI Baltimore Chapter (Behind the Board Speaker Series)

In this video, you will find insights into wealth planning and creation in our current economic climate with Michael Mendelsohn, Vice President at Blackstone, the world's largest owner of RE in the world, and Leah Del Percio, president and CEO of Trustate, an estate settlement tech platform.

Watch the Video

Kindle eBook

Download the eBook: What to Do When Someone Dies

By Leah Del Percio

A guide to opening and managing an estate after your loved one dies. Learn how estate administrators and executors can handle the process with less anguish.

Get the eBook

Featured Blogs

Blog Post

Who's Who in an Estate Administration

Trustate Team

In this article, we tackle the “who’s who” in an estate administration so you or a client can better understand the roles and responsibilities these key stakeholders play.

Blog Post

What Happens to A Power of Attorney After Someone Dies?

Trustate Team

Is a Power of Attorney valid after someone dies? Read on for what you need to know about this document and what happens after someone passes away.

Blog Post

Probate Vs. Non-Probate Assets - How to recognize the difference.

Trustate Team

When talking about administering an estate, you may often hear the terms probate and non-probate. This is common language used to describe the estate and its assets. If you are wondering how to determine if an asset is considered probate or non-probate, read on for helpful tips and resources.

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Trustate News and Resources

Featured Press

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