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Our Solutions
Our Features and Pricing
Explore what Trustate can do.
FEATURES
Automated Estate Operations
Manage estates 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.
Learn
Trustate in the News
See where Trustate has been featured in the media.
Knowledge Base
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
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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.
Learn
Trustate in the News
See where Trustate has been featured in the media.
Knowledge Base
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
Create Account
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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
AUTOMATE
Automate Your Estate Operations
Trustate takes care of your estate administration and planning operations so you can focus on matters most...your clients
Quick implementation time
Easy-to-use dashboard
Serving all 50 states
Click-of-a-button task completion
Expert level estate
administration guidance
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:
• T
rust 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
DISCOVER
Discover Results in a Few Clicks
Delivering accurate, real-time results though Trustate's proprietary technology and partnerships with global data providers.
Bank Accounts
Bankruptcy history
Bonds
Employment history
Income history
Life Insurance
Name and alias info
Property history
IMPLEMENT
Implement Seamlessly with Your Business
Seamlessly integrate automated estate administration into your business.
Average implementation time is less than 3 minutes
Built on best in class platforms using highest security standards
Easy-to-use-platform
How do I get started?
Trustate Makes it Simple
1
Create A Free Account
Enter your basic information and a valid email address to get started.
2
Enter Estate Information
Add basic information about the estate; name, recent address, etc.
3
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.
Task Completion
starting at
$12
/ per task
OR
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
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