This marks an important step forward in how trust and estate professionals can connect the tools they already rely on with the full lifecycle of estate planning, funding, and administration.

Bringing Estate Workflows Closer Together

For many firms, Clio serves as the operational backbone for case and client management. But when it comes to trust and estate work, critical processes often live outside of that system, spread across documents, spreadsheets, and manual follow-ups.

That gap creates friction. It slows teams down, increases the risk of missed steps, and makes it harder to get a complete picture of a client’s estate.

Trustate was built to solve exactly that.

By connecting Trustate with your existing workflows, firms can extend beyond matter management into structured, end-to-end estate operations, without stitching together multiple disconnected tools.

What This Unlocks for Firms

With Trustate, attorneys and their teams can manage the full estate lifecycle in one place:

• Automate estate planning, trust funding, and administration tasks and workflows
• Generate and manage estate planning and probate documents
• Surface assets and liabilities that might otherwise go undiscovered
• Track tasks and progress across matters with clarity and consistency
• Build complete estate balance sheets with real-time asset and liability visibility

The result is a more complete, more accurate, and more efficient way to manage estate work.

Designed for the Way Estate Professionals Actually Work

Trust and estate matters are inherently complex. They evolve over time, involve multiple parties, and require coordination across planning, funding, and administration.

Most tools were not built with that lifecycle in mind, but Trustate is.

This is why firms use Trustate to move beyond static documents and reactive processes, and toward a more structured, repeatable system that supports both client service and firm growth.

Explore the Integration

You can now find Trustate directly in the Clio App Directory:

https://www.clio.com/app-directory/trustate/

If you’re already using Trustate, this is another way to streamline your day-to-day workflows.

If you’re new to Trustate, this is an opportunity to see how it fits alongside the tools you already use, and how it can help bring greater visibility and efficiency to your estate practice.