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Trustate for Wealth Managers

Help your clients during their time of need.

Automated estate administration delivered to your clients in an easy to use platform.

Wealth Manager using Trustate
5 star review

Trustate has created an indispensable tool that provides a critical value-add for financial advisors when clients need us the most. We have recommended Trustate to dozens of clients already, and they have reported feeling relieved, supported, and appreciative.

BFG Financial Advisors
Eric Brotman,
BFG Financial Advisors

400+ hours

Of estimated executor time saved for an average estate


In unknown assets & liabilities discovered through use of Trustate's technology.

60% increase

in account retention for advisors who implement Trustate to help their clients with estate administration tasks.

Frequently Asked Questions

Does this software need to integrate into my practice?

Our software is web-based, so there is no need for installation or complicated integrations.

How secure is the software platform?

Our software is built on the best in class platforms with the highest security standards in place. In addition to our secure platform, we have implemented a 3-step verification process to ensure the security of the data.

Is there a cost to create an account?

No, account creation is free. Once an account is created your client can choose which work they need Trustate's assistance with and will be charged accordingly. Our prices are transparent so they will be able to pick and choose as you go.

Should I create an account, or should my client?

By clicking the "Get Started" button at the top of this page, you will be able to start the process of account creation specifically for clients of financial advisors. They will be notified that their advisor has started this process for them to ease the burden of estate administration.

Who is using Trustate?

There are currently hundreds of firms nationwide who are using Trustate's software to better serve their clients and add value during their time of need.

Does Trustate service estates nationwide?

Yes, Trustate works in all 50 states.