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Learn how to manage your Trustate account.

What to know about your Trustate home screen.

Learn how to add a new estate/matter to Trustate.

Learn how to assign, review and, complete automated tasks.

Learn how to manage assigned automed tasks.

Learn how to search and review asset and liability results.

What to know about Trustate's estate balance sheet.

Learn the ins and outs of Trustate's digital vault.

What to know about your client matter dashbaords.

Learn how to navigate to the help center in app.