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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.
Seamless Implementation
Seamlessly integrate automated estate administration into your business.
TRUSTATE FOR
Attorneys
Seamlessly integrate automated estate administration into your practice.
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Your clients turn to you in time of need, let them turn to you for estate administration as well.
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Automated trust funding in an easy to use platform.
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Home
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
Attorneys
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
Trust Funding
Automated trust funding in an easy to use platform.
Pricing
Learn
Trustate in the News
See where Trustate has been featured in the media.
Knowledge Base
Read our articles and explore our resources.
FAQs
Get answers to common questions.
About Trustate
About Trustate
Learn about our Mission, Vision and team.
Careers
Interested in working with Trustate? Explore our available positions.
Contact Us
Connect with our team.
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Estate Settlement
How Tos
Transferring a Bank Account vs. Retitling - What's the difference?
February 27, 2023
How Tos
The 6 Phases of Estate Administration- Phase Six: Estate Closure, Settlement and Final Distributions
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Five: Distributions
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Four: Payment & Taxes
February 7, 2023
How Tos
The 6 Phases of Estate Administration: Phase Three - Asset & Liability Management
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase Two: Asset & Liability Discovery
February 7, 2023
How Tos
The 6 Phases of Estate Administration - Phase One: Estate Opening
February 7, 2023
Estate Administration/Estate Settlement
Trustate Unveils Revolutionary “All-in-One” Automated Estate Operations & Task Automation Platform
November 17, 2022
Taxes
Tax Deadlines for Estate Administrations - What You Need to Know
November 11, 2022
How Tos
What is Margin and How Does it impact an Estate Administration?
October 5, 2022
Estate Administration/Estate Settlement
Trustate Unveils First-of-its-kind Asset and Liability Tool for Trusts and Estates Professionals
August 24, 2022
Estate Administration/Estate Settlement
What Is Portability?
July 22, 2022
How Tos
Art In An Estate- What To Do
July 22, 2022
Co-ops
Co-op in an estate administration? What to do first.
July 5, 2022
Co-ops
Eagle 9 Policies, Co-ops, and Estate Administration
July 5, 2022
Estate Administration/Estate Settlement
What Happens to Student Loans After Someone Dies?
May 20, 2022
Estate Administration/Estate Settlement
Who's Who in an Estate Administration
May 20, 2022
How Tos
What Happens to A Power of Attorney After Someone Dies?
May 12, 2022
Estate Administration/Estate Settlement
Estate Expenses - Who Pays What?
April 15, 2022
Estates In The News
What is a Pretermitted Heir, And What Does it Have To Do With Heath Ledger’s Estate?
March 21, 2022
Difficult Conversations
The Oldest Daughter is Most Likely to be Named as an Executor
March 10, 2022
How Tos
§645 Election- What is it and How is it Used?
March 2, 2022
How Tos
How To Obtain an Estate EIN
February 11, 2022
Estates In The News
Prince Passed Away in 2016, So Why is His Estate Still in the News?
February 11, 2022
Estate Administration/Estate Settlement
Heirs’ Property - A Serious Problem Not Enough People Are Talking About
February 1, 2022
Digital Assets
How are Digital Assets Handled in Estate Administration and Planning?
January 25, 2022
Digital Assets
My Spouse Died With A Digital Wallet - Now What?
January 6, 2022
Estate Administration/Estate Settlement
Probate vs. Estate Administration; What's the Difference?
January 4, 2022
Difficult Conversations
‘Tis the Season to Empathize with Your Clients
December 17, 2021
Estate Administration/Estate Settlement
Was there a COVID-19 related death in your family in 2020-21? Get funeral expenses reimbursed by FEMA.
April 15, 2021
Difficult Conversations
Who should you tell about your estate plan?
December 2, 2020
Difficult Conversations
Should my Will be kept secret?
November 18, 2020
How Tos
15 Items to Gather After a Loved One Dies
October 29, 2020
Estate Administration/Estate Settlement
An Unexpected Loss with an Unexpected Experience
October 21, 2020
How Tos
How to sell a car directly from an estate
October 16, 2020
How Tos
How to distribute a deceased person’s car to an estate beneficiary
October 14, 2020
How Tos
Lost Car Title? What to do
October 12, 2020
Estate Administration/Estate Settlement
What to do when someone dies
August 18, 2020
Estate Administration/Estate Settlement
5 Surprising Facts About Estate Administration
August 3, 2020
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