Prepare your estate for with the Trustate Toolkit

Purchase the Toolkit
trustate toolkit portal

Getting started is easy.

The process is simple. Start by answering a few estate focused questions and receive tailored results. Our estate experts developed the Toolkit form with every unique situation in mind.

trustate toolkit results

Receive custom results within 24 hours.

That's it! After completing the Trustate Toolkit you will receive a robust list of recommendations tailored to your estate. Now you will know what you need to do in order to create an estate plan that makes sense for your and your family.

Start using the Trustate Toolkit

Purchase the Toolkit