The easiest way to administer an estate.

We partner with Trusts & Estates Professionals and executors to close estates at the click of a button.
Get in Touch with Our Team

Let us settle an estate for you. We'll take care of everything.

BEST VALUE
Full Estate Administration
We will help you settle an estate from start to finish
$3,500
green checkmark
Everything included in the Financial, Lifestyle, and Property packages
green checkmark
PLUS probate, bookkeeping, creditor issues, expense guidance, mail management, closeout of estate & a Toolkit for up to 2 beneficiaries
green checkmark
+ add on Probate Guidance & Form Generation ($500)
Get Started

Pick a smaller package and upgrade at any time.

Financial Package
Asset + Expense Discovery - Limited
Gray help icon
Did you know that these expenses can be paid directly from the estate?
$1,750
green checkmark
Cancelling/consolidation of bank accounts
Gray help icon
(incl. retirement) at up to 5 institutions ($75 for every additional institution)
green checkmark
Asset Discovery
Gray help icon
Unclaimed property & looking @ tax return
green checkmark
Expense discovery
Gray help icon
Credit Reports
green checkmark
Identity Theft Protection
Gray help icon
SSN cancellation
Get Started
Lifestyle Package
Subscriptions, Utilities + Social Media
Gray help icon
$35 for every additional subscription, social media or utility
$500
green checkmark
Up to 5 subscriptions
green checkmark
Up to 3 social media accounts
green checkmark
Up to 3 utilities
Get Started
Property Package
Real estate, specialty property, car transfers
$1,500
green checkmark
Realtor - Coordination with realtor
Gray help icon
Set up interviews for client to meet with realtors for property sale
green checkmark
Appraisals - Coordination with appraiser
green checkmark
Cleanup & Sales
Gray help icon
Schedule and present quotes for property cleanout - Coordinate with “boots on the ground” estate cleanup.
green checkmark
Minimize trips to the DMV
Gray help icon
State Specific Guidance for Car Title Transfers
green checkmark
Car insurance cancellation
green checkmark
Lease Transfers / Car sales
green checkmark
Coordinate sales of specialty property & specific guidance
Gray help icon
i.e. IP, livestock, etc
Get Started
Probate Package
For qualifying states - consultation needed
$500
green checkmark
Probate Guidance
green checkmark
Form Generation
Get Started
Toolkit illustration with a toolbox and gears.
Trustate Toolkit
$250
green checkmark
No sensitive personal data collected.
green checkmark
Comprehensive and customized review.
green checkmark
3 months free digital document storage (a $48 value).
green checkmark
Custom recommendations delivered directly and securely to your portal.
Get Started
A secure document vault
Digital Vault
$15.99/mo
green checkmark
Estate focused digital document storage.
green checkmark
Easy user interface.
green checkmark
Mobile friendly, with ability to upload documents directly from your phone's camera roll.
green checkmark
Ability to grant access to friends, family and advisors, with full ability to control permissions.
Get Started
Silver
$299/year
green checkmark
Concierge “On Call”
green checkmark
Institutional Pricing
green checkmark
50% OFF
Discount on $300 Client Setup Fee
green checkmark
Marketing Advantage: Member Status
Gray help icon
List us on your website /
we list you as a member
green checkmark
Trustate Toolkits for Clients:
3 FREE each year
Gray help icon
each a $249 Value
green checkmark
Monthly Document Storage Add-On:
$9.99 per client
Get Started
BEST VALUE
Gold
$499/year
green checkmark
Concierge “On Call”
green checkmark
Institutional Pricing
green checkmark
100% OFF
Discount on $300 Client Setup Fee
green checkmark
Marketing Advantage: Partner Status
Gray help icon
List us on your website /
we list you as a partner
green checkmark
Trustate Toolkits for Clients:
5 FREE each year
Gray help icon
each a $249 Value
green checkmark
Monthly Document Storage Add-On:
$9.99 per client
Get Started

Can’t find a package that meets your needs? We can create a custom plan for you.

Contact Us

Trustate is trusted by partners across the industry