Save your clients time and save you money

Estate administration isn’t easy, but it doesn’t have to be hard.
Let us handle estate administration, so you can focus on your clients when they need you most.

A financial advisor speaking to a client.
person working in a remote location

Every asset, every liability at the click of a button

Our easy-to-use estate administration tools will allow you to quickly and correctly identify the assets, liabilities, and other important details of any estate you are working on, at the click of a button.
Building with network of accounts

The simplest way to administer an estate

Comprehensive searches on every estate, all in one easy to navigate dashboard
Our Trustate Tools are built with your practice and clients in mind. We deliver accurate estate results allowing you to focus your time and energy on the more sophisticated legal work rather than administrative tasks.
Bar graph with growing revenue

Elevate your practice

Maximize billable hours while creating a valuable client experience
Traditional estate administration methods are inefficient and negatively impact your billable hours and client relationships. Trustate’s Tools mitigate risk, increase your billable time and create a valuable client experience.

How We Work With Attorneys

We provide comprehensive estate administration options through our end-to-end administration practice and robust tools and technology. The tools and services that we've developed are a complement to any legal practice that finds itself bogged down by estate administration work. We're just as comfortable fully administering an estate as we are giving you and your firm the tools you need to be successful.

For Attorneys

How We Work With Wealth Managers & Other Professionals

Our comprehensive estate administration product offerings help you and your clients make a tough process a little easier. We support your clients on your behalf through our end-to-end estate administration service so you can offer a helping hand to them when they need it most.

For Wealth Managers