Our Solutions

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

FEATURES

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.

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.

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

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

Back to the Knowedge Base

Wealth Management

No items found.

OTHER TAGS

Legaltech

Graegin loan

6166 Election

S Corporations

S-Corps

co-ops

Non-Custodial Wallet

Custodial Wallet

Cold Wallet

Hot Wallet

Digital Wallet

Virtual Assets

Bitcoin

Digital Assets

Stocks

Insurance

Beneficiary

Life Insurance

Non-probate Assets

Car Title

Funeral Expenses

COVID-19

Step-up in Basis

Heirs' Property

Estate Expenses

Pretermitted Heir

Student Loans

Auto Loans

Greif

Guardian

Form 1040

645 Election

Personal Representative

Executor

Healthcare Proxy

Healthcare Representative

Power of Attorney

Credit Cards

Liabilities

Assets

Wealth Management

Trusts

Wills

Estate Planning

Inheritance Tax

Estate Tax

Tax

Revocable Trusts

Trust Administration

Estate Settlement

Estate Administration

Legaltech

Estate Technology

Estate EIN

Probate

Vehicles