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.
How to generate a highly customizable planning document.
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!
Get your questions answered and start drafting with the Trustate Founders! Join Tara and Leah for live sessions every Wednesday. The first 30 minutes will be an open Q&A with Tara and Leah, then stick around for 30 minutes of live estate plan drafting with Leah. Come for the full hour or drop in for the part you need.
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.
