Trustate for trust companies

Operational efficiency at the click of a button.

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.


Discover asset & liability data in a few clicks

Trustate delivers accurate, real-time results though our proprietary technology and partnerships with global data providers.

Bank accounts
Bankruptcy history
Retirement accounts
Employment history
Life Insurance
Name and alias info
Property history
operational efficiency

Collaborative estate workflows designed specifically for your firm

Streamline internal processes, reduce manual tasks, and improve overall productivity.

Pre-populated workflows for every estate type
Collaborative -Share amongst team members, and clients!
Tax deadlines integrate directly to your calendar
Create and add your own tasks to customize each workflow to your firm

Check more tasks off your to-do list

Task automation with Trustate means less time completing documents, and more time working on sophisticated matters.

Over 120 automated tasks
Click here for the full list
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

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.

Book an informational demo

Explore Our Pricing

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.

"Outstanding concept and process. Extremely helpful and simple to follow. I wish this was around years ago."
Harry Fry, Trustate Customer
5 star review

Ready to automate your estate operations?