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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.

Instant Accountings

Instant calculations and accountings for both planning and administration clients.

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.

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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.

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