Trustate training designed for you, for when you need it... any time, day or night. And keep scrolling to sign up for one of our weekly live training sessions.
What to know about your Trustate home screen.
See how easy it is to make Trustate collaborative.
Learn how to search and review asset and liability results.
Learn what to do if the institution you're looking for isn't listed.
Interactive and smart, use our balance sheets to track assets and expenses.
Whether you’re just getting started with Trustate or looking to maximize your efficiency, our live training sessions are here to help. Join a group session that fits your needs and get expert guidance in real time!
New to Trustate? This session covers the essentials, including navigating the platform, running searches, drafting documents, and key best practices to help you hit the ground running.
Already using Trustate? Get a refresher and learn advanced features, automation tips, and workflow best practices to help you save more time and streamline your estate administration process.
Estate Plan Tutorials in Trustate with Leah Del Percio, Esq.. Bring the plans you're working on for the week, ask questions live, and leave with real progress made. Drop in as needed—this is your time to get the support you need to draft efficiently and accurately.
Estate Planning Review & Cross-Check: Sign up for your 15-minute private session. One-on-one review sessions with your firm’s estate planning documents. Better documents mean better outcomes for your clients and your business.
