Trustate's document library generates and completes institutional forms and letters for your review and approval
Color-coded status tags for at-a-glance updates
calculate
Fiduciary accountings at the click of a button.
Trustate's estate balance sheet with instant accountings means you can now calculate estate assets and liabilities in an easy-to-use, collaborative, secure environment.
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.
