Easy Collaboration with Team Members

Allow Additional Users to Join Your Trustate Portal

If your colleagues or team members have separate accounts, they can now join one firm-wide portal so that all estate projects are together in one easy-to-use collaborative environment.

Assign a Point Person for Each Estate/Matter

To better organize your estate operations, you can now assign a point person for each estate in your Trustate dashboard. The assigned point person will receive all estate status updates and have the ability to work through the estate task list, order searches, and view results.

Enhanced Estate Operation Workflow Tools

Custom User-Generated Tasks

You can now enter your own custom tasks to populate your estate dashboard during this free trial period. You can apply each new custom task to just one dashboard or all dashboards in your firm’s Trustate account. 

Add Task Deadlines to Your Calendar

For tasks that have deadlines, we've made it easy for you to add a calendar reminder to your Apple, Google, or Microsoft calendar.

Billing History by Estate/Matter

Now you can access your billing history with Trustate and organize it by estate/matter, and download for review. 

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New Asset Searches, Task tools, and more!

All-in-One Search

Our newest search bundle includes our popular Trusuite search (name & alias, work history, real property, bankruptcies, collections, liabilities, and suspected bank accounts) along with a bank account, life insurance policy, and retirement search at a bundled rate of $549…a savings of over $100. 

Retirement Account Search

Our newest search tool gives you the ability to search for retirement accounts across 75 institutions, with results reported in 2-3 business days. The price for this search is $79 and is now also included free of charge with our popular Bank Account Discovery Search.

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Prepare and Record Deeds

Trustate can now prepare and record deed(s) to transfer real property owned by the grantor into the trust. The price for this task is $484*. 

*Price is per property. Note that additional fees may apply for properties located in the following states: CA, HI, IL, LA, MA, MD, NY, WA

Display Original Creditor on Open Accounts

For discovered Truliabilities, Trustate now displays the original creditor in the search results dashboard- i.e., if a balance has gone to a collection agency, we will display who the original creditor was on the account.

Unlimited Trusuite Searches for FREE w/ our New Bundle Option

For $89.99/month you can now receive unlimited Trusuite searches. The a la carte price of a Trusuite search costs $99, so the savings with our bundle option is significant. 

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