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Our Features and Pricing
Explore what Trustate can do.
FEATURES
Automated Estate Administration
Administer an estate of any size so you can focus on what matters most - your clients.
Task Delegation
Delegate and automate the tasks you don't want to work on. Assign individual tasks to Trustate experts.
Decedent Discovery Tools
Identify the assets, liabilities and other important details of any estate you are working on.
Seamless Implementation
Seamlessly integrate automated estate administration into your business.
TRUSTATE FOR
Attorneys
Seamlessly integrate automated estate administration into your practice.
Wealth Managers
Your clients turn to you in time of need, let them turn to you for estate administration as well.
Executors
Are you an executor? Explore our options and resources.
Learn
Trustate in the News
See where Trustate has been featured in the media.
Our Blogs
Read our articles and explore our resources.
FAQs
Get answers to common questions.
Case Study
See what Trustate's impact on an estate looks like.
About Trustate
About Trustate
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Careers
Interested in working with Trustate? Explore our available positions.
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Home
Our Solutions
Our Features and Pricing
Explore everything that Trustate can do for you.
FEATURES
Automated Estate Administration
Administer an estate of any size so you can focus on what matters most - your clients.
Task Delegation
Delegate and automate the tasks you don't want to work on. Assign individual tasks to Trustate experts.
Decedent Discovery Tools
Identify the assets, liabilities and other important details of any estate you are working on.
Seamless Implementation
Seamlessly integrate automated estate administration into your business.
TRUSTATE FOR
Attorneys
Seamlessly integrate automated estate administration into your practice.
Wealth Managers
Your clients turn to you in time of need, let them turn to you for estate administration as well.
Executors
Are you an executor? Explore our options and resources.
Learn
Trustate in the News
See where Trustate has been featured in the media.
Blogs
Read our articles and explore our resources.
FAQs
Get answers to common questions.
Case Study
See what Trustate's impact on an estate looks like.
About Trustate
About Trustate
Learn about our Mission, Vision and team.
Careers
Interested in working with Trustate? Explore our available positions.
Contact Us
Connect with our team.
Open My First Estate
Sign In
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Executors
Trusts & Estates Professionals
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Trusts & Estates Professionals
Attorneys
Wealth Managers
Executors
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About Us
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Products & News
Trusuite Tools
Expert Estate Administration
A La Carte Estate Administration
Blogs
Trustate News
Case Study
FAQs
We ease the burden of estate administration
Let Trustate Settle Your Estate
No matter what your estate needs are, we are here to help.
Asset and Expense Guidance
Locate and consolidate all assets and liabilities
Notify and negotiate with creditors
Prioritize and payoff expenses
Vehicle Guidance
Transfer of car titles and leases
Read our blog about selling a car from an estate
Closing of Accounts
Stock Transfers
Investment accounts
Bank accounts
Utilities
Credit cards
…and much more
Record Keeping
Thorough estate bookkeeping provided for:
Executors
Their trusted advisors
Beneficiaries
Courts
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