Task Prices

Our Tasks

Assign any task to Trustate at the click of a button.

Estate Admin

Jump to Trust Funding Tasks

Estate Opening

Obtain a Bond

Trustate can obtain a bond if the estate was intestate or if there is no "waiver of bond" clause in the will.

Estate Bank Account

Trustate will open an estate bank account through our banking partners, saving your client a trip the the local branch.

Obtain EIN

Have Trustate obtain an estate EIN.

Post Notice of Probate

Let Trustate post the notice of probate in newspaper(s) to run creditor statute of
limitations and meet your jurisdiction's requirements.

Asset & Liability Discovery

Run Trusuite Search

Using Trustate's proprietary technology, run a search to receive instant decedent asset & liability info.

Known Creditors

Have Trustate provide notice to all known creditors. Price is per notice.

Unclaimed Property

Have Trustate search for unclaimed property under each name/alias. Price is per name.

Bank Account Discovery

Have Trustate run searches with the top 100 financial institutions in the U.S. to confirm if the decedent held an account at an institution. While some results are immediate, it can take several weeks to receive confirmation from all institutions.

Life Insurance Discovery

Let Trustate run a life insurance discovery search to confirm if the decedent had any life insurance policies.

Retirement Account Search

Have Trustate inquire with over 75 banks/financial institutions to determine whether or not the decedent held retirement accounts there.

Notify Credit Bureau and SSA

Have Trustate notify credit bureaus and SSA of the decedent's death.

Obtain Deeds

Have Trustate obtain deeds for real property. Price is per deed.

Prepare Estate Bookkeeping

Let Trustate prepare estate bookkeeping to record and track assets, liabilities, income, and appreciation.

Notify Employment

Have Trustate notify the decedent's prior employers of the death, inquire as to any orphaned retirement accounts, unpaid compensation, unpaid employee benefits, or survivor’s benefits. Price is per place of employment.

IRS Form 56

Have Trustate prepare IRS Form 56.

Date of Death Values

If taxable estate, have Trustate request date of death values for all known assets/liabilities.

Asset & Liability Management

Prepare and record deed(s)

Prepare and record deed(s) for sale or distribution of real property owned by the estate. 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

645 Election

If making a 645 election, have Trustate file IRS Form 8855. Lawyer will review form before filing.

Life Insurance Form 712

Have Trustate obtain life insurance form 712s from policy carrier. Price is per policy/provider request.

Life Insurance Payout

Have Trustate request life insurance payout. Price is per policy/provider request.

Bills in Collections

Trustate can notify each collections agency of the death, get a final balance, and request any late fees be waived. Price is per notice.

Credit Cards

Have Trustate notify the credit card companies of the death, get a final balance, and request any late fees be waived. Price is per credit card account.

Annuities

Have Trustate close out or transfer annuities. Price is per annuity.

Bank Accounts

Have Trustate close out or transfer bank accounts. Price is per bank account.

Bonds

Have Trustate close out or transfer bonds. Price is per bond.

Investment Accounts

Have Trustate close out or transfer any investment/brokerage accounts. Price is per account.

Magazine Subscriptions

Have Trustate close out or transfer any magazine subscriptions. Price is per subscription.

Outright Stock

Have Trustate close out or transfer outright stock. Price is per stock.

Retirement Accounts/Pensions

Have Trustate close out or transfer any retirement accounts or pensions. Price is per account.

Social Media Accounts

Have Trustate close out or memorialize social media accounts. Price is per acocunt.

Utilities

Have Trustate close out or transfer utilities. Price is per utility.

Payments & Taxes

Prepare Informal Accounting

Have Trustate prepare informal accounting if judicial accounting not required.

Calculate Executor Commission

Trustate can calculate the exact commission for the executor so they are best informed of the amount, should they decide to take it.

Distributions

Releases/Indemnifications/waivers

Let Trustate prepare releases, as well as indemnification/waiver of accounting agreements for all estate beneficiaries. Price is per beneficiary.

Final Distributions and Closure

Close out Bond

If bond was secured, have Trustate contact bonding company to close out bond.

Prepare Estate Closure Notices

Let Trustate prepare notices to the beneficiaries informing them that the administration is complete. Price is per beneficiary notice.

Close Estate Bank Account

Have Trustate close out the estate bank account.

Trust Funding

Jump to Estate Admin Tasks

Estate Planning Document Creation and Signing

Complete Trustate Toolkit

Using Trustate's proprietary technology, receive a complete memorandum
for your client estates.

Asset & Liability Discovery

Run a Trusuite search to receive instant asset & liability info

Revocable Trust Funding

Obtain Trust EIN

Have Trustate obtain a trust EIN.

Prepare and record deed(s)

Prepare and record deed(s) to transfer real property owned by the grantor into the trust.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

Prepare IRS Form W-9 for the trust.

Let Trustate prepare IRS Form W-9 for the trust.

Bank Accounts

Have Trustate retitle/transfer all bank accounts into the trust. Price is per account.

Investment Accounts

Have Trustate retitle/transfer all investment accounts into the trust. Price is per account.

Stock

Have Trustate retitle/transfer all stock into the trust. Price is per stock.

Life Insurance - Beneficiary Designation

Have Trustate obtain/complete life insurance beneficiary designation forms to name the trust as beneficiary. Price is per life insurance policy.

Bank / Investments- Beneficiary Designation

Have Trustate obtain/complete bank/investment account beneficiary designation forms to name the trust as beneficiary. Price is per account.

Retirement Accounts- Beneficiary Designation

Have Trustate obtain/complete retirement account beneficiary
designation forms to name the trust as beneficiary. Price is per account.

Operational tips for ilits

Obtain EIN for the Trust

Let Trustate obtain the EIN for the trust.

Life Insurance - Change of Ownership

Have Trustate obtain/complete life insurance "change of ownership" forms to transfer policy to trust as owner. Price is per policy.

Life Insurance - Beneficiary(ies)

Have Trustate obtain/complete life insurance beneficiary designation forms to name the trust as beneficiary. Price is per policy.

Crummey Letters

Trustate will handle the crummey letters. Price is per notice.

Operational Tips for IDGTs

Prepare crummey notice

Let Trustate prepare crummey notice for the grantor and trustees - price is per notice.

operational tips for dapts

Open Bank Account

Let Trustate open a bank account in an asset protection state.

Our Tasks

Assign any task to Trustate at the click of a button.

Estate Admin

Estate Opening

Obtain a Bond

Trustate can obtain a bond if the estate was intestate or if there is no "waiver of bond" clause in the will.

Estate Bank Account

Trustate will open an estate bank account through our banking partners, saving your client a trip the the local branch.

Obtain EIN

Have Trustate obtain an estate EIN.

Post Notice of Probate

Let Trustate post the notice of probate in newspaper(s) to run creditor statute of limitations and meet your jurisdiction's requirements.

Asset & Liability Discovery

Run Trusuite Search

Using Trustate's proprietary technology, run a search to receive instant decedent asset & liability info.

Known Creditors

Have Trustate provide notice to all known creditors. Price is per notice.

Unclaimed Property

Have Trustate search for unclaimed property under each name/alias. Price is per name.

Bank Account Discovery

Have Trustate run searches with the top 100 financial institutions in the U.S. to confirm if the decedent held an account at an institution. While some results are immediate, it can take several weeks to receive confirmation from all institutions.

Life Insurance Discovery

Let Trustate run a life insurance discovery search to confirm if the decedent had any life insurance policies.

Retirement Account Search

Have Trustate inquire with over 75 banks/financial institutions to determine whether or not the decedent held retirement accounts there.

Notify Credit Bureau and SSA

Have Trustate notify credit bureaus and SSA of the decedent's death.

Obtain Deeds

Have Trustate obtain deeds for real property. Price is per deed.

Prepare Estate Bookkeeping

Let Trustate prepare estate bookkeeping to record and track assets, liabilities, income, and appreciation.

Notify Employment

Have Trustate notify the decedent's prior employers of the death, inquire as to any orphaned retirement accounts, unpaid compensation, unpaid employee benefits, or survivor’s benefits. Price is per place of employment.

IRS Form 56

Have Trustate prepare IRS Form 56.

Date of Death Values

If taxable estate, have Trustate request date of death values for all known assets/liabilities.

Asset & Liability Management

Prepare and record deed(s)

Prepare and record deed(s) for sale or distribution of real property owned by the estate. 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

645 Election

If making a 645 election, have Trustate file IRS Form 8855. Lawyer will review form before filing.

Life Insurance Form 712

Have Trustate obtain life insurance form 712s from policy carrier. Price is per policy/provider request.

Life Insurance Payout

Have Trustate request life insurance payout. Price is per policy/provider request.

Bills in Collections

Trustate can notify each collections agency of the death, get a final balance, and request any late fees be waived. Price is per notice.

Credit Cards

Have Trustate notify the credit card companies of the death, get a final balance, and request any late fees be waived. Price is per credit card account.

Annuities

Have Trustate close out or transfer annuities. Price is per annuity.

Bank Accounts

Have Trustate close out or transfer bank accounts. Price is per bank account.

Bonds

Have Trustate close out or transfer bonds. Price is per bond.

Investment Accounts

Have Trustate close out or transfer any investment/brokerage accounts. Price is per account.

Magazine Subscriptions

Have Trustate close out or transfer any magazine subscriptions. Price is per subscription.

Outright Stock

Have Trustate close out or transfer outright stock. Price is per stock.

Retirement Accounts/Pensions

Have Trustate close out or transfer any retirement accounts or pensions. Price is per account.

Social Media Accounts

Have Trustate close out or memorialize social media accounts. Price is per acocunt.

Utilities

Have Trustate close out or transfer utilities. Price is per utility.

Payments & Taxes

Prepare Informal Accounting

Have Trustate prepare informal accounting if judicial accounting not required.

Calculate Executor Commission

Trustate can calculate the exact commission for the executor so they are best informed of the amount, should they decide to take it.

Distributions

Releases/Indemnifications/waivers

Let Trustate prepare releases, as well as indemnification/waiver of accounting agreements for all estate beneficiaries. Price is per beneficiary.

Final Distributions and Closure

Close out Bond

If bond was secured, have Trustate contact bonding company to close out bond.

Prepare Estate Closure Notices

Let Trustate post the notice of probate in newspaper(s) to run creditor statute of
limitations and meet your jurisdiction's requirements.

Using Trustate's proprietary technology, receive a complete memorandum
for your client estates.

Have Trustate obtain/complete retirement account beneficiary
designation forms to name the trust as beneficiary. Price is per account.