pricing plans

Plans that pay for themselves

A Trustate subscription isn’t just affordable—it’s a smart investment. On average, our users save $1,716 per year on postage, $480 per year obtaining property deeds, $15,000 per year preparing deeds, and $9,000 per year searching for assets and liabilities.

But the real game-changer? A Trustate subscription helps you unlock $36,000 in additional revenue annually by offering trust funding services to your clients.

Boost your firm's bottom line by $62,196 with Trustate. More savings. More revenue. More time to focus on what matters.

Basic

$169/month when purchasing the annual

$189 /month
Get
Started
Features

Up to 2 users

Probate docs

Automated trust funding

Automated T&E admin

Deep prep

Asset & liability searches

CLE courses

Small firm

$379/month when purchasing the annual

$399 /month
Get
Started
Features

Up to 4 users

Probate docs

Automated trust funding

Automated T&E admin

Deep prep

Asset & liability searches

CLE courses

Obtain deeds

Estate planning docs

Mid-Large Firm

$499/month when purchasing the annual

$529 /month
Get
Started
Features

Up to 8 users

Probate docs

Automated trust funding

Automated T&E admin

Deep prep

Asset & liability searches

CLE courses

Obtain deeds

Estate planning docs

Custom-built workflows

Priority search results reporting

Trust Cos/Banks

For the unique needs of trust companies and banks.

Custom
Contact
Us
Features

Unlimited users

Custom modules

Dedicated account concierge

Unlimited team trainings

And so much more!

Volume limits may apply

User Licenses included
ACTIVE estate matters/year
Tailored estate workflows
Custom firm branding
Instant estate calculations
Team Collaboration
Share with client
Calendar Integration
Custom Task Creation
Solo

$125

Per  month
User Licenses
2
Frontloaded Task Credits
60
Tailored Estate
Workflows
Estate Balance Sheet
Team Collaboration
Assign Point Person
Calendar Integration
Custom Task Creation
Small/Mid-Size Firm

$259

Per month
User Licenses
4
Frontloaded Task Credits
180
Tailored Estate
Workflows
Estate Balance Sheet
Team Collaboration
Assign Point Person
Calendar Integration
Custom Task Creation
LARGE/High Volume Firm

$429

Per  month
User Licenses
8
Frontloaded Task Credits
360
Tailored Estate
Workflows
Estate Balance Sheet
Team Collaboration
Assign Point Person
Calendar Integration
Custom Task Creation
Trust co/banks

Custom

pricing available
User Licenses
Frontloaded Task Credits
Tailored Estate
Workflows
Estate Balance Sheet
Team Collaboration
Assign Point Person
Calendar Integration
Custom Task Creation

Not sure which plan fits your practice?

Book a 15-minute call and we’ll help you find the right plan based on your firm’s size, caseload, and goals.

pricing plans

Frequently Asked Questions

How do I sign up for the subscription pricing plan?
What payment methods are accepted for the subscription?
Can I cancel my subscription at any time, and how do I do it?
Is there an automatic renewal for the subscription, or do I need to manually renew it?
Can I upgrade or downgrade my subscription level at any time?
What is the implementation fee for?