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.
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
draft
Enter your drafting era
Drafting estate planning documents with Trustate means game-changing technology at your fingertips.
Draft Wills, Trusts & POAs
Estate planning documents created by world class attorneys
Draft documents, fund trusts, and complete post-death administration in one system
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.
