Everything you need. One platform.
Generate estate plans in minutes, not hours
Wills, trusts, and powers of attorney—drafted with 30+ years of tested language your clients can actually understand.
Wills
Trusts
POAs
30+ year tried and tested will and trust documents
Clear and concise
Streamline trust funding with guided workflows
Prepare deeds in all 50 states, generate beneficiary change forms, retitle accounts, and obtain trust EINs—with step-by-step task automation that keeps nothing from falling through the cracks.
Use Trustate's task automation system to:
Prepare deeds in all 50 states
Auto-generate beneficiary change forms
Retitle/transfer accounts
Obtain trust EIN
Uncover every asset and liability—automatically
Run comprehensive searches across bank accounts, stocks, retirement funds, insurance policies, property records, and more. Our proprietary search engine delivers results that would take your team weeks—in minutes.
Bank accounts
Stock
Retirement accounts
Employment history
Liabilities
Life Insurance
Name and alias info
Property history
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Probate and estate administration, on autopilot
Auto-generate probate documents in all 50 states, track 120+ post-death tasks, and close out estates faster. The tool that attorneys call ‘why I came and why I’ll stay.’
Auto-generate probate docs in all 50 states
Close-out/transfer decedent accounts
Automate over 120 post-death trust and estate tasks
