Trustate provides dedicated concierges to deliver expert service with sensitivity. Manage the estate administration progress through a custom, easy-to-use portal. Your estate concierge will help you navigate the complexities of estate administration so that you can focus on the important things in life; like family and loved ones.
No matter what are your estate needs, we are here to help.
Asset and Expense Guidance
We locate and consolidate all assets, notify and negotiate with creditors and prioritize and pay off expenses.
We provide thorough and reliable bookkeeping to you, the beneficiaries, the courts or your accountant.
Closing of Accounts
We do all of the work to close out your loved one’s accounts, utilities, credit cards, services and subscriptions.
We coordinate the cleaning, appraisal and sale of property to ensure it is sold quickly at the best price.
We communicate with beneficiaries and family members to keep things smooth and minimize disputes.
We collect and manage all mail throughout this process.