Solutions | Trustate

draft

Generate over 10k different expertly crated documents in an instant.

Estate Planning Documents created by world class attorneys that you can customize and save

Intake forms and flowcharts so you and your clients are always on the same page.

Drafting estate planning documents with Trustate means
game-changing technology at your fingertips.

Dive into estate planning

fund

Automate over 120 funding forms and tasks.

Deed automation from all 50 states, including Ancillary Real Property Tax Forms

Transfer/retitle: bank accounts, investment accounts, life insurance, stock

Never lose sleep again worrying if your clients have funded their trusts and never look for another retitling form again!

Take the produc tour

discover

Real time asset & liability data in a few clicks.

Asset searches: bank accounts, real estate, retirement accounts, stock, life insurance, unclaimed property

Liability searches: outstanding bills (with balances), open loans, open credit cards, bankcruptcy history

Access 50+ accurate, real-time results for your clients and the decedents through our proprietary technology and partnerships with global data providers.

See it to believe it

settle

Adminstering an estate has never been easier.

Automate jurisdiction-specific court pleadings, petitions, and applications

Discover, close out, and transfer decedent accounts.

Automate the entire probate and trust administration process so you can focus on what matters most in that moment—your client.

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Collaborate

Share amongst team members and clients.

Organize

Expertly tailored workflows for every estate type.

Calculate

Instant fiduciary accountings in a secure, interactive, estate balance sheet.

Integrate

Connect to the tools you already use.

And so much more.

Take the the product tour

how does trustate hold up?

The only all-in-one platform for the entire estate lifecycle.

What's next?

Explore pricing

We have flexible plans to fit in every budget.

Start here to find your perfect plan

Create an account

Creating your Trustate account takes less than one minute.

Get set. Go!

What can Trustate do for you?