Trustate for Wealth Managers

Estate administration isn’t easy but it doesn’t have to be hard

Trustate’s easy-to-use estate administration tools allow you to quickly and correctly administer an estate, at the click of a button without any additional costs to you.

Our concierges take care of everything.

Trustate provides dedicated concierges to deliver expert service with sensitivity. We manage the estate administration progress through a custom, easy-to-use portal. Your clients’ estate concierge will help them navigate the complexities of estate administration so that you can focus on supporting your clients.

Chat with your concierge

Asset and Expense Guidance

  • Locate and consolidate all assets and liabilities
  • Notify and negotiate with creditors
  • Prioritize and payoff expenses

Vehicle Guidance 

  • Transfer of car titles and leases
Read our blog about selling a car from an estate

Closing of Accounts

  • Stock Transfers
  • Investment accounts
  • Bank accounts
  • Utilities
  • Credit cards
  • …and much more

Record Keeping

Thorough estate bookkeeping provided for:
  • Executors
  • Their trusted advisors
  • Beneficiaries
  • Courts