EXPLORE OUR SOLUTIONS

What can Trustate do for you?

Trustate offers automated estate operations in an easy to use platform.

Open My First Estate Schedule a Free Demo

ASSIGN

Assign Any Task to Trustate

100% of firms who use Trustate's task assistance have reported increased bandwidth, making room to serve more clients.

Account Closures/Transfers‍

• Annuities
• Bank Accounts
• Bonds
• Credit cards
• Investment/brokerage
• Utilities
...and much more

Now including:
• Trust Funding with automated
transfers and retitling.
‍

Discovery Tasks

• Bank account discovery
• Bonds searches
• Life insurance discovery

Administration Process Tasks

• Probate form prep
• Obtaining an Estate EIN
• Prepare an Accounting
• Opening an estate bank account

How do I get started?

Trustate Makes it Simple

Create A Free Account

Enter your basic information and a valid email address to get started.

Enter Estate Information

Add basic information about the estate; name, recent address, etc.

Your Dashboard is Ready!

View tasks, run searches, and store documents all within each estate’s dashboard.

Our Pricing

Get started for free and only pay for what you need.
Trustate lets you administer estates of any size, on any budget.

Get Trustate to Handle Everything

Open My First Estate

"Outstanding concept and process. Extremely helpful and simple to follow. I wish this was around years ago."

Harry Fry, Trustate Customer

5.0

Google

What can Trustate do for you?

Trustate offers automated estate operations in an easy to use platform.

Automate Your Estate Operations

Trustate takes care of your estate administration and planning operations so you can focus on matters most...your clients

Assign Any Task to Trustate

100% of firms who use Trustate's task assistance have reported increased bandwidth, making room to serve more clients.

Discover Results in a Few Clicks

Delivering accurate, real-time results though Trustate's proprietary technology and partnerships with global data providers.

Implement Seamlessly with Your Business

Seamlessly integrate automated estate administration into your business.

How do I get started?

Trustate Makes it Simple

Our Pricing

Get started for free and only pay for what you need.
Trustate lets you administer estates of any size, on any budget.

Still have questions about how Trustate can help you?

What can Trustate do for you?

Trustate offers automated estate operations in an easy to use platform.

Automate Your Estate Operations

Trustate takes care of your estate administration and planning operations so you can focus on matters most...your clients

Assign Any Task to Trustate

100% of firms who use Trustate's task assistance have reported increased bandwidth, making room to serve more clients.

Discover Results in a Few Clicks

Delivering accurate, real-time results though Trustate's proprietary technology and partnerships with global data providers.

Implement Seamlessly with Your Business

Seamlessly integrate automated estate administration into your business.

How do I get started?

Trustate Makes it Simple

Our Pricing

Get started for free and only pay for what you need. Trustate lets you administer estates of any size, on any budget.

Still have questions about how Trustate can help you?

Be in the Know

Get started for free and only pay for what you need.
Trustate lets you administer estates of any size, on any budget.