Our estate operations platform is LIVE! Create a free account now

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

Quick implementation time
Easy-to-use dashboard
Serving all 50 states
Click-of-a-button task completion
Expert level estate
administration guidance
Automate your estate admin

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
Assign tasks to trustate

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
Employment history
Income history
Life Insurance
Name and alias info
Property history
Discover hidden assets and liabilities

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
Implement with your business

How do I get started?

Trustate Makes it Simple

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.

Task Completion
starting at
/ per task
Get Trustate to Handle Everything
"Outstanding concept and process. Extremely helpful and simple to follow. I wish this was around years ago."
Harry Fry, Trustate Customer
5 star review
Schedule a Call

Still have questions about how Trustate can help you?