Our Task Pricing
Assign any task to Trustate at the click of a button. Review the prices below and pick exactly what you need from your Trustate portal.
Estate Opening
Using Trustate's tool, create a family tree.
$24
Trustate can obtain a bond if the estate was intestate or if there is no "waiver of bond" clause in the will.
$40
Trustate will open an estate bank account through our banking partners, saving your client a trip the the local branch.
$40
Have Trustate obtain an estate EIN.
$12
Let Trustate post the notice of probate in newspaper(s) to run creditor statute of
limitations and meet your jurisdiction's requirements.
$24
Asset & Liability Discovery
NEW! All-in-One Search: This option includes Trusuite, bank account, life insurance policy, and retirement account searches at a bundled rate.Save over $100 with this bundled option.
$549
Using Trustate's proprietary technology, run a search to receive instant decedent asset & liability info.
$99
Have Trustate provide notice to all known creditors. Price is per notice.
$24
Have Trustate search for unclaimed property under each name/alias. Price is per name.
$12
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.
$389
Let Trustate run a life insurance discovery search to confirm if the decedent had any life insurance policies.
$79
Retirement Account Search
Have Trustate inquire with over 75 banks/financial institutions to determine whether or not the decedent held retirement accounts there.
$79
Notify Credit Bureau and SSA
Have Trustate notify credit bureaus and SSA of the decedent's death.
$24
Have Trustate obtain deeds for real property. Price is per deed.
$24
Prepare Estate Bookkeeping
Let Trustate prepare estate bookkeeping to record and track assets, liabilities, income, and appreciation.
$389
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.
$24
Have Trustate prepare IRS Form 56.
$40
If taxable estate, have Trustate request date of death values for all known assets/liabilities.
$40
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
$485
If making a 645 election, have Trustate file IRS Form 8855. Lawyer will review form before filing.
$40
Have Trustate obtain life insurance form 712s from policy carrier. Price is per policy/provider request.
$40
Have Trustate request life insurance payout. Price is per policy/provider request.
$40
Trustate can notify each collections agency of the death, get a final balance, and request any late fees be waived. Price is per notice.
$24
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.
$24
Have Trustate close out or transfer annuities. Price is per annuity.
$40
Have Trustate close out or transfer bank accounts. Price is per bank account.
$40
Have Trustate close out or transfer bonds. Price is per bond.
$40
Have Trustate close out or transfer any investment/brokerage accounts. Price is per account.
$40
Have Trustate close out or transfer any magazine subscriptions. Price is per subscription.
$24
Have Trustate close out or transfer outright stock. Price is per stock.
$40
Retirement Accounts/Pensions
Have Trustate close out or transfer any retirement accounts or pensions. Price is per account.
$40
Have Trustate close out or memorialize social media accounts. Price is per acocunt.
$24
Have Trustate close out or transfer utilities. Price is per utility.
$40
Payments & Taxes
Prepare Informal Accounting
Have Trustate prepare informal accounting if judicial accounting not required.
$389
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.
$24
Distributions
Releases/Indemnifications/waivers
Let Trustate prepare releases, as well as indemnification/waiver of accounting agreements for all estate beneficiaries. Price is per beneficiary.
$40
Final Distributions and Closure
If bond was secured, have Trustate contact bonding company to close out bond.
$24
Prepare Estate Closure Notices
Let Trustate prepare notices to the beneficiaries informing them that the administration is complete. Price is per beneficiary notice.
$40
Close Estate Bank Account
Have Trustate close out the estate bank account.
$40
Estate Planning Document Creation and Signing
Complete Trustate Toolkit
Using Trustate's proprietary technology, receive a complete memorandum
for your client estates.
$79
Asset & Liability Discovery
Run a Trusuite search to receive instant asset & liability info
$99
Revocable Trust Funding
Have Trustate obtain a trust EIN.
$12
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
$485
Prepare IRS Form W-9 for the trust.
Let Trustate prepare IRS Form W-9 for the trust.
$40
Have Trustate retitle/transfer all bank accounts into the trust. Price is per account.
$40
Have Trustate retitle/transfer all investment accounts into the trust. Price is per account.
$40
Have Trustate retitle/transfer all stock into the trust. Price is per stock.
$40
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.
$40
Bank / Investments- Beneficiary Designation
Have Trustate obtain/complete bank/investment account beneficiary designation forms to name the trust as beneficiary. Price is per account.
$40
Retirement Accounts- Beneficiary Designation
Have Trustate obtain/complete retirement account beneficiary
designation forms to name the trust as beneficiary. Price is per account.
$40
Operational tips for ilits
Let Trustate obtain the EIN for the trust.
$12
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.
$40
Life Insurance - Beneficiary(ies)
Have Trustate obtain/complete life insurance beneficiary designation forms to name the trust as beneficiary. Price is per policy.
$40
Trustate will handle the crummey letters. Price is per notice.
$24
Operational Tips for IDGTs
Let Trustate prepare crummey notice for the grantor and trustees - price is per notice.
$24
operational tips for dapts
Let Trustate open a bank account in an asset protection state.
$40
