Demos On-Demand: Video Library

Learn what Trustate can do for your practice... on your schedule. And don't forget to bookmark this page for later. ⭐️

ON-DEMAND

Video Library

Start generating elite trust and estate planning documents that are sure to wow your clients.

Let's see how quickly we can generate a Pour Over Will and Revocable Trust for your client.

See how easy we make preparing deeds and funding your clients' trusts with Trustate's automation.

Streamline and automate the hundreds of hours of trust and estate administrative tasks

See task automation in action and check out of asset and liability discovery tool.

Learn how our interactive estate balance sheets are actually helpful.

This is a great place to start for a brief intro to the dashboard and workflows.

We have flexible pricing plans to fit every budget.

Creating your Trustate account takes less than one minute.

Schedule an implementation meeting with us and your team.