learning showcase

See why 1000+ firms and trust companies already use Trustate.

Trustate gives you everything you need for individualized estate planning, trust funding, and administration—plus client collaboration, automated workflows, and much more in one platform. On average, firms using Trustate add $62,196 to their bottom line each year through cost savings and new revenue opportunities.

Self-guided tours

Enter an interactive environment and learn all about Trustate.

Video library

Enter the demo video library to learn about Trustate's features from our founders.

Meet with our team

Reserve your learning session with one of our fantastic team members.

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!