How Trustate uses automation to cut estate work for firms

Trustate focuses on a part of legal work most clients never see. Closing accounts. Locating assets. Tracking liabilities. Coordinating with banks, advisors and heirs. Before software, much of that work fell to paralegals and junior attorneys, making phone calls, waiting on hold and entering data manually. Del Percio wanted to turn that chaos into a system.
Read the Full Story

How Trustate uses automation to cut estate work for firms

Trustate focuses on a part of legal work most clients never see. Closing accounts. Locating assets. Tracking liabilities. Coordinating with banks, advisors and heirs. Before software, much of that work fell to paralegals and junior attorneys, making phone calls, waiting on hold and entering data manually. Del Percio wanted to turn that chaos into a system.
Read the Full Story

How Trustate uses automation to cut estate work for firms

Trustate focuses on a part of legal work most clients never see. Closing accounts. Locating assets. Tracking liabilities. Coordinating with banks, advisors and heirs. Before software, much of that work fell to paralegals and junior attorneys, making phone calls, waiting on hold and entering data manually. Del Percio wanted to turn that chaos into a system.
Read the Full Story

How Trustate uses automation to cut estate work for firms

Tampa Bay Business & Wealth
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