On demand training videos

Trustate Academy 🎓

Access training on your time, with on-demand content built for real-world practice—plus added support, resources, and opportunities to keep you moving forward.

Welcome to the Trustate Dashboard

What to know about your Trustate home screen.

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Invite Your Team to Trustate

See how easy it is to make Trustate collaborative.

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Add a Client Matter

Learn how to add a new estate/matter to Trustate.

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Draft a Trust

How to generate estate planning documents in just minutes.

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Draft a Specialized Pour Over Will

How to generate a highly customizable planning document.

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Fund a Trust and Generate a Deed

Learn how to simplify the funding process.

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Asset and Liability Discovery

Learn how to search and review asset and liability results.

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Missing Institution

Learn what to do if the institution you're looking for isn't listed.

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Deadline Tickler

How to stay ahead of key dates and avoid missed deadlines.

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Estate Balance Sheet

Interactive and smart, use our balance sheets to track assets and expenses.

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Questions?

See how to use our in-app chat to answer your questions.

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How to stay connected

Learning is just the start. Tap into real conversations, real answers, and real people. Join our weekly founder sessions or connect with the Trustate Community to keep the momentum going.

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