Trustate And EstateExec Join Forces to Deliver Estate Administration Task Automation to the Masses
TAMPA, FL I OCTOBER 14, 2022 Trustate, the award-winning, female-founded Tampa Bay estate administration startup that uses technology and automation to seamlessly administer estates, today announces that they have joined forces with EstateExec to offer EstateExec clients access to Trustate’s first-of-its-kind estate administration task automation system. Trustate’s easy-to-use estate administration capabilities will now be available to EstateExec users through EstateExec’s own estate management platform.
Based in Silicon Valley, EstateExec is the leading provider of software for estate executors, and provides both step-by-step guidance and integrated accounting for estate settlement. Trustate and EstateExec have a shared mission to to make the process of estate administration easier for all involved, so it was a no-brainer to join forces and bring task automation to the masses.
“When we were first introduced to Dan Stickel, EstateExec Founder and CEO, and learned more about his amazing company, we were excited to see that Trustate’s technology and services are a terrific complement to the EstateExec client experience. Using our technology and easy-to-use estate administration platform, EstateExec executors will now be able to actually get hours of estate administration work done at the click of a button by incorporating the task completion component of the estate administration process into their existing EstateExec tools. ” Says Trustate CEO, Leah Del Percio.
Trustate’s current platform gives professionals, be it lawyers, wealth managers, or financial institutions, the ability to seamlessly integrate automated estate administration into their business. By leaving the estate administration operations to Trustate, it has allowed trusts and estates professionals to focus on their client relationships rather than tedious, time-consuming administrative tasks. The process will be no different for EstateExec executors, as they will seamlessly tap into Trustate’s platform and automate and delegate the tasks they want Trustate to complete. On average, Trustate is saving executors and the professionals who serve them over 400 hours of estate administration work on each and every estate.
“EstateExec offers powerful capabilities to executors and their advisors, providing detailed jurisdiction-specific guidance, as well as estate accounting (including bank transaction download),” says Stickel. “However, we don’t actually DO the work … we just help our clients manage the process. Trustate will give our clients the option to delegate important administration tasks such as triggering life insurance payouts, taking custody of estate assets, and more. We think that many of our clients, both consumer executors and professionals, will welcome the opportunity to offload some of this tedious and sometimes challenging work.”
Trustate and EstateExec look forward to working together to better serve executors through the estate administration process. For more information on this partnership, please reach out to Trustate or EstateExec for more detailed information.
ABOUT TRUSTATE CORPORATION
Trustate is the nation’s leading estate administration technology created to ease the burden of estate administration for trusts and estates professionals and the clients they serve. Founded by Leah Del Percio and Tara Faquir in 2020, the technology has saved professionals hundreds of hours in time and thousands of dollars in operational costs. Trustate’s offerings are available in all 50 states.
Learn more about Trustate by connecting with us on Facebook, Instagram, and Linkedin. If you are interested in learning more about Trustate’s latest product release, you can watch this 2-minute demo video, or schedule time with one of their team members.
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Trustate PR Team
ABOUT EstateExec: Based in Silicon Valley, EstateExec is the leading provider of software for estate executors. Since the 1800’s, executors have had to rely on legal or financial advisors to guide them through the difficult and time-consuming process of estate settlement, and even these outside experts have had few resources to automate and simplify the effort. Now, with the help of breakthrough technology, EstateExec is revolutionizing estate settlement, making it easy to manage, calculate, and process. For more information, visit www.EstateExec.com.