Browse short video walkthroughs of every major feature—from document drafting to trust funding to estate administration.
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.
See how quickly a trust gets funded with a beneficiary change form and asset transfer/retitling.
This is a great place to start for a brief intro to the dashboard and workflows.
Streamline and automate the hundreds of hours of trust and estate administrative work.
See task automation in action and explore the asset and liability discovery tool.
