Task Prices

Trustate Task Automation

Below is a list of tasks you can complete at the click of a button using Trustate's software.

Estate/Trust Admin

Jump to Trust Funding Tasks

Estate Opening

Obtain a Bond

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

Estate Bank Account

Open an estate bank account through Trustate's banking partners, saving your client a trip the the local branch.

Obtain EIN

Obtain an estate EIN.

Known Creditors

Provide notice to all known creditors.

Post Notice of Probate

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

Asset & Liability Discovery

Date of Death Values

Request date of death values for all known assets/liabilities.

Run Trusuite Search

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

Unclaimed Property

Using Trustate's proprietary technology, search for unclaimed property under each name/alias. Price is per name.

Bank Account Discovery

Using Trustate's proprietary technology, run searches with over 100 financial institutions in the U.S. to confirm if the decedent held an account at an institution. Click for a full list of search types and institutions.

Life Insurance Discovery

Using Trustate's proprietary technology, run a life insurance discovery search to confirm if the decedent had any life insurance policies.

Retirement Account Search

Using Trustate's proprietary technology, search for 401(k)s, 403(b)s and 457 plans.

Computershare Stock Search

Using Trustate's proprietary technology, uncover whether an individual holds outright stock custodied by Computershare.

EQ Shareowners Stock Search

Using Trustate's proprietary technology, uncover whether an individual holds outright stock custodied by EQ Shareowner Services.

Asset & Liability Management

Notify Credit Bureaus and SSA

Notify credit bureaus and SSA of the decedent's death.

Notify Employment

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.

IRS Form 56

Prepare IRS Form 56.

Obtain Deeds

Obtain deeds for real property.

Prepare Deed(s)

Prepare deed(s) for sale or distribution of real property owned by the estate. 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, file IRS Form 8855. Lawyer will review form before filing.

Life Insurance Form 712

Obtain life insurance form 712s from policy carrier. Price is per policy/provider request.

Life Insurance Payout

Request life insurance payout(s).

Bills in Collections

Notify each collections agency of the death, get a final balance, and request any late fees be waived.

Credit Cards

Notify the credit card companies of the death, get a final balance, and request any late fees be waived.

Annuities

Close out or transfer annuities.

Bank Accounts

Close out or transfer bank accounts.

Bonds

Close out or transfer bonds.

Investment Accounts

Close out or transfer any investment/brokerage accounts.

Magazine Subscriptions

Close out or transfer any magazine subscriptions.

Outright Stock

Close out or transfer outright stock.

Retirement Accounts/Pensions

Close out or transfer any retirement accounts or pensions.

Social Media Accounts

Close out or memorialize social media accounts.

Utilities

Close out or transfer utilities.

Payments & Taxes

Prepare Informal Accounting

Have Trustate prepare informal accounting if judicial accounting not required.

Calculate Executor Commission

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

Prepare releases, as well as indemnification/waiver of accounting agreements for all estate beneficiaries.

Final Distributions and Closure

Close out Bond

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

Prepare Estate Closure Notices

Prepare notices to the beneficiaries informing them that the administration is complete.

Close Estate Bank Account

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

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. 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.

Bank Accounts

Retitle/transfer all bank accounts into the trust.

Investment Accounts

Retitle/transfer all investment accounts into the trust.

Stock

Retitle/transfer all stock into the trust.

Life Insurance - Beneficiary Designation

Obtain/complete life insurance beneficiary designation forms to name the trust as beneficiary.

Bank / Investments- Beneficiary Designation

Obtain/complete bank/investment account beneficiary designation forms to name the trust as beneficiary.

Retirement Accounts- Beneficiary Designation

Obtain/complete retirement account beneficiary
designation forms to name the trust as beneficiary.

Operational tips for ilits

Obtain EIN for the Trust

Obtain the EIN for the trust.

Life Insurance - Change of Ownership

Obtain/complete life insurance "change of ownership" forms to transfer policy to trust as owner.

Life Insurance - Beneficiary(ies)

Obtain/complete life insurance beneficiary designation forms to name the trust as beneficiary.

Trustate Task Automation

Below is a list of tasks you can complete at the click of a button using Trustate's software.

Estate/Trust Admin

Estate Opening

Obtain a Bond

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

Estate Bank Account

Open an estate bank account through Trustate's banking partners, saving your client a trip the the local branch.

Obtain EIN

Obtain an estate EIN.

Known Creditors

Provide notice to all known creditors.

Post Notice of Probate

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

Asset & Liability Discovery

Date of Death Values

Request date of death values for all known assets/liabilities.

Run Trusuite Search

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

Unclaimed Property

Using Trustate's proprietary technology, search for unclaimed property under each name/alias. Price is per name.

Bank Account Discovery

Using Trustate's proprietary technology, run searches with over 100 financial institutions in the U.S. to confirm if the decedent held an account at an institution. Click for a full list of search types and institutions.

Life Insurance Discovery

Using Trustate's proprietary technology, run a life insurance discovery search to confirm if the decedent had any life insurance policies.

Retirement Account Search

Using Trustate's proprietary technology, search for 401(k)s, 403(b)s and 457 plans.

Computershare Stock Search

Using Trustate's proprietary technology, uncover whether an individual holds outright stock custodied by Computershare.

EQ Shareowners Stock Search

Using Trustate's proprietary technology, uncover whether an individual holds outright stock custodied by EQ Shareowner Services.

Asset & Liability Management

Notify Credit Bureaus and SSA

Notify credit bureaus and SSA of the decedent's death.

Notify Employment

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.

IRS Form 56

Prepare IRS Form 56.

Obtain Deeds

Obtain deeds for real property.

Prepare Deed(s)

Prepare deed(s) for sale or distribution of real property owned by the estate. 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, file IRS Form 8855. Lawyer will review form before filing.

Life Insurance Form 712

Obtain life insurance form 712s from policy carrier. Price is per policy/provider request.

Life Insurance Payout

Request life insurance payout(s).

Bills in Collections

Notify each collections agency of the death, get a final balance, and request any late fees be waived.

Credit Cards

Notify the credit card companies of the death, get a final balance, and request any late fees be waived.

Annuities

Close out or transfer annuities.

Bank Accounts

Close out or transfer bank accounts.

Bonds

Close out or transfer bonds.

Investment Accounts

Close out or transfer any investment/brokerage accounts.

Magazine Subscriptions

Close out or transfer any magazine subscriptions.

Outright Stock

Close out or transfer outright stock.

Retirement Accounts/Pensions

Close out or transfer any retirement accounts or pensions.

Social Media Accounts

Close out or memorialize social media accounts.

Utilities

Close out or transfer utilities.

Payments & Taxes

Prepare Informal Accounting

Have Trustate prepare informal accounting if judicial accounting not required.

Calculate Executor Commission

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

Prepare releases, as well as indemnification/waiver of accounting agreements for all estate beneficiaries.

Final Distributions and Closure

Close out Bond

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.

Obtain/complete retirement account beneficiary
designation forms to name the trust as beneficiary.