Trustate for Wealth Managers

Provide value beyond investment advice

Automated trust and estate administration, and funding in one easy-to-use platform.

Open My First Estate Show me the demo!

“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.”

Eric Brotman,
‍BFG Financial Advisors

400+ hours

Of estimated executor time saved for an average estate

$50M+

In held-away 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.

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.