Trust Funding

How does Trustate's software make trust funding easier?

You've handled the planning, let Trustate take it from here. Our trust funding platform means you can rest easy knowing your clients' trusts have been properly funded.

Our software is designed specifically for trusts and estates professionals. Select the type of trust, type of asset(s), and have the opportunity to review all funding requests before finalized.

Trust Types

Trustate's software can assist with several types of trusts including, but not limited to:

Revocable Living Trust

Irrevocable Trust

DAPTs

SLATs

ILITs

QPRTs

Asset Types

Trustate's software assists in the transferring/retitling assets into the trust including, but not limited to:

Investment Accounts

Life Insurance

Bank Accounts

Stock

Real Property (including preparing deeds)

Other Trust Funding Tasks

Let Trustate assist with other tasks associated with trust funding including, but not limited to:

Crummey Letters

Obtaining Trust EIN

Beneficiary Designation Forms

Opening a Trust Bank Account...and more.

How does trust funding work with Trustate?

Trustate Makes it Simple

Select the type of asset

Our planning platform has an entire phase dedicated to trust funding. Select the asset(s) and quantity from our list of tasks.

Provide Necessary Documentation

Documentation that is necessary for Trustate to complete these tasks include, but are not limited to certificate of trust, account statements, etc.

Review Prepared Documents

Forms and documents necessary to the task assigned will be uploaded to your vault for your review.

Trust Funding Complete

Trustate will complete the process with the institution and update you accordingly.

Get Started

Still have questions about how Trustate can help you?

See our software in action

"Outstanding concept and process. Extremely helpful and simple to follow. I wish this was around years ago."

Harry Fry, Trustate Customer

5.0

Google

Trust Funding made easy.

Trustate offers automated trust funding in an easy to use platform.

How does Trustate's software make trust funding easier?

Trust Types

Trustate's software can assist with several types of trusts including, but not limited to:

Asset Types

Trustate's software assists in the transferring/retitling assets into the trust including, but not limited to:

Other Trust Funding Tasks

Let Trustate assist with other tasks associated with trust funding including, but not limited to:

How does trust funding work with Trustate?

Trustate Makes it Simple

Still have questions about how Trustate can help you?

Trust Funding made easy.

Trustate offers automated trust funding in an easy to use platform.

How does Trustate's software make trust funding easier?

Trust Types

Trustate's software can assist with several types of trusts including, but not limited to:

Asset Types

Trustate's software assists in the transferring/retitling assets into the trust including, but not limited to:

Other Trust Funding Tasks

Let Trustate assist with other tasks associated with trust funding including, but not limited to:

How does trust funding work with Trustate?

Trustate Makes it Simple

Still have questions about how Trustate can help you?

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