Trustate's automated estate operations platform means you can create efficient internal processes and complete tedious trust and estate specific tasks with ease and accuracy.
Trustate's document library generates and completes institutional forms and letters for your review and approval
Color-coded status tags for at-a-glance updates
calculate
Fiduciary accountings at the click of a button.
Trustate's estate balance sheet with instant accountings means you can now calculate estate assets and liabilities in an easy-to-use, collaborative, secure environment.
Estate tax calculations in one button click
Collaborative environment
Secure and easy-to-use
Ready to learn more?
Meet with a team member to learn how Trustate can support your firm.
Trustate offers affordable pricing plans for all types of firms. We give you the flexibility to incorporate our tools more predictably and easily into your practice.
