Wealth Management Client Referral Form

Create Account

Executors Trusts & Estates Professionals

Trusts & Estates Professionals

Attorneys Wealth Managers

About Us

About Us Contact Us

Products & News

Trusuite Tools Expert Estate Administration A La Carte Estate Administration Blogs Trustate News Case Study FAQs

Our Solutions

Trust Funding, Estate and Trust Administrations, and Guardianships/POAs

ESTATE PLANNING DOCS

Estate Planning Docs

Draft expertly created estate planning docs
in minutes.

TRUST FUNDING

Trust Funding

Manage estates of any size so you can focus on what matters most - your clients.

PROBATE & TRUST ADMINISTRATION

Automated Estate Operations

Manage estates of any size so you can focus on what matters most - your clients.

ASSET & LIABILITY SEARCHES

Discovery Tools

Identify the assets, liabilities and other important details of any estate you are working on.

TRUSTATE FOR

Seamlessly integrate automated estate administration into your practice.

Trust Companies

Operational efficiency at the click of a button.

Learn

Trustate in the News

See where Trustate has been featured in the media.

Read our articles and explore our resources.

Educational Webinars

Expertly created webinars with of-the-moment topics.

Get answers to common questions.

About Trustate

Learn about the Trustate impact.

Privacy & Security

Learn about our strict security protocols.

Interested in working with Trustate? Explore our available positions.

Connect with our team.

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

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.

TRUST FUNDING

Automated trust funding in an easy to use platform.

Learn

Trustate in the News

See where Trustate has been featured in the media.

Read our articles and explore our resources.

Get answers to common questions.

About Trustate

Learn about our Mission, Vision and team.

Interested in working with Trustate? Explore our available positions.

Connect with our team.

Open My First Estate Sign In

Our Solutions

Solutions Pricing For Attorneys For Wealth Managers Trust Funding

Learn

News Blogs FAQs

About Trustate

About Us Contact Trustate Careers
Privacy & Security

Copyright © 2022 Trustate - All rights reserved.

|

Terms of Service

|