EXPLORE OUR SOLUTIONS

What can Trustate do for you?

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

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Try It! An Interactive Demo
Collaborate

Your firm is collaborative, and so is Trustate

Delegate and manage tasks seamlessly.

Manage multiple estates by assigning a point person
Collaborative dashboards with built-in progress trackers
Eliminate work overlap by assiging team members to specific tasks
Color-coded status activity tags for at-a-glance updates
View the number of estates in queue at any given time within your firm
task workflows

Expertly tailored estate workflows

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

Pre-populated task workflows
• Customizable
• Integrates with your calendar
• Calculates tax filing deadlines
expert-level estate operations guidance

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Task automation
• Assign tasks to Trustate for correct and efficient completion
• Work begins within 24-hours of submitting a task
Full list of tasks completed by Trustate
Client support
• On-demand support so you have the help you need, when you need it
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
Retirement accounts
Employment history
Income history
Life Insurance
Name and alias info
Property history
IMPLEMENT

Implement seamlessly with your business

Average implementation time is less than 3 minutes.

1:1 onboarding sessions so your team is set up for success
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 Your Account
Enter firm 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.

Explore Our Pricing

Trustate offers affordable pricing plans for all types of firms. We give you the flexibility to incorporate our tools more predictably and easily into your practice.

Explore Our Pricing
"Outstanding concept and process. Extremely helpful and simple to follow. I wish this was around years ago."
Harry Fry, Trustate Customer
5.0
5 star review
Google

Ready to automate your estate operations?

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