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FEATURES
Automated Estate Operations
Manage estates 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
Attorneys
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
Trust Funding
Automated trust funding in an easy to use platform.
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Home
Our Solutions
Our Features and Pricing
Explore everything that Trustate can do for you.
FEATURES
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
Attorneys
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
Trust Funding
Automated trust funding in an easy to use platform.
Pricing
Learn
Trustate in the News
See where Trustate has been featured in the media.
Knowledge Base
Read our articles and explore our resources.
FAQs
Get answers to common questions.
About Trustate
About Trustate
Learn about our Mission, Vision and team.
Careers
Interested in working with Trustate? Explore our available positions.
Contact Us
Connect with our team.
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Trusts & Estates Professionals
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Trusts & Estates Professionals
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Products & News
Trusuite Tools
Expert Estate Administration
A La Carte Estate Administration
Blogs
Trustate News
Case Study
FAQs
Trustate And EstateExec Join Forces to Deliver Estate Administration Task Automation to the Masses
October 13, 2022
Trustate Unveils First-of-its-kind Asset and Liability Tool for Trusts and Estates Professionals
August 24, 2022
Trustate Founders on Estate Administration's 'Data Problem', Growing A Start-up During the Pandemic
August 8, 2022
How Much of Estate Administration Can be Automated?
August 8, 2022
All Trustate News Stories
Media
Video: Commercial Real Estate Update & Pandemic Wealth Planning Strategy
March 8, 2021
Podcast: Understanding Estate Preparation in Simple Terms
April 16, 2021
Podcast: Leah Del Percio Founder of Trustate Shares on The Mompreneur Model on WoMRadio
March 16, 2021
Podcast: What Comes Next: Understanding the Legal Process After a Loved One Dies
March 8, 2021
READ THE JOURNAL
CASE IN POINT: Identifying the Differences Between Estate Preparation, Estate Planning, and Estate Administration
By
Tara Faquir and Leah Del Percio
