Trust and Estate operations | Automation

Why Trustate?

We're so glad you asked.

Explore why Trustate is the trusted choice for trusts and estates professionals. Our platform automates administration and funding for professionals of all sizes, from solo practitioners to large trust companies. Are you ready to join the Trustate Revolution?

The Trustate Impact

Grow your firm

Maximize your firm's efficiency and revenue potential by addressing the underserved and highly profitable realm of trust and estate administration operations.

Save time and money

Say goodbye to all the manual paperwork and laborious tasks that make up unbillable hours, and start automating the administrative processes, allowing you to complete tasks in a fraction of the time.

Ensure accuracy

Mistakes in trust and estate administration can be costly and time-consuming to rectify. Reducing the risk of error provides peace of mind for you and your clients.

30,000 HRS
saved by using Trustate
for trust & estate tasks
$83 MILLION
in liabilities found using
Trustate's discovery tools
11,000
unknown assets have been
found using Trustate
100%
of Trusts & Estates professionals
report increased bandwidth

Don't just take our word for it...

Trustate has created an indispensable tool that provides a critical value-add for financial advisors when clients need us the most.

Eric Brotman

BFG Financial Advisors

I fell in love with Trustate immediately. I can’t imagine any estate planner or financial planner not using this technology for their clients.

Steve Oshins

Oshins & Associates, LLC

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CEO / Creative IT

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CEO / Creative IT

See what Trustate can do for your firm.

Over 1,000 firms have achieved operational efficiency by joining the revolution.