We ease the burden of estate administration

Let Trustate Settle Your Estate

Trustate gives you back your time.

Trustate Estate Administration Portal

Our concierges take care of everything.

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.

Collection of financial assets

Asset and Expense Guidance

We locate and consolidate all assets, notify and negotiate with creditors and prioritize and pay off expenses.

Box of complied records with calculator

Record Keeping

We provide thorough and reliable bookkeeping to you, the beneficiaries, the courts or your accountant.

Receipt with checklist and credit card

Closing of Accounts

We do all of the work to close out your loved one’s accounts, utilities, credit cards, services and subscriptions.

Estate with sold sign

Property Sales

We coordinate the cleaning, appraisal and sale of property to ensure it is sold quickly at the best price.

Agent communicating with beneficiaries

Beneficiary Communication

We communicate with beneficiaries and family members to keep things smooth and minimize disputes.

mail collection next to mailbox

Mail Management

We collect and manage all mail throughout this process.

Let Trustate settle your estate.

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