Our software is web-based, so there is no need for installation or complicated integrations.
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.
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.
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.
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.
Yes, Trustate works in all 50 states.
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