Our Pricing

Trustate's plans are month to month, so if you do not find value in the software you can cancel at any time.

To sign up for a subscription pricing plan, click the 'get started' button, above, and you will be directed to our sign-up page. Simply pick the plan that is right for you to begin.

For month-to-month plans, a credit card is needed for payment. For an annual contract, a credit card is preferred but other forms of payment can be accepted if arranged in advance.

Yes, for month-to-month plans you can cancel at anytime. Simply navigate to your account settings at the top right of your dashboard. Select 'Account' from the dropdown list. From there you will be able to manage your subscription. Please note that if you cancel your account and want to sign up again at a later date, you will have to pay the implementation fee again upon signup.

Your subscription will be automatically renewed for the next billing cycle. If you would like to cancel your subscription, you will need to do that before the next billing cycle as not to get charged. To learn how to cancel your subscription, see above.

Trustate's plans are flexible and will allow you to adjust your plan to better suit your changing needs. If you have paid in advance for an annual plan and wish to upgrade, please reach out to a Trustate team member who can help adjust your plan.

The implementation fee covers the costs of logistically adding a firm to our platform, and the technology costs to upkeep that firm in our system, as well as the live support and onboarding and training sessions we conduct with all new firms on the platform.

Each of Trustate's plans come with the flexibility to offload tasks via Trustate's task automation system which will save you substantial time. Each plan allows you to assign a certain number of tasks through our system at no additional charge. For a complete list of tasks we can assist with, click here.

Yes! Many amazing features of our platform are for you to use at anytime, as often as needed. Our goal is to make estate operations easy for you, your colleagues and your clients.

Yes! Many amazing features of our platform are for you to use at anytime, as often as needed. Our goal is to make estate operations easy for you, your colleagues and your clients.