Business introduction
Over 1000 firms increased their revenue with Trustate
By embracing our cutting-edge trust and estate automation tools, your firm can set itself apart, solidify its reputation for excellence, and increase revenue
Who We Are
Trustate was created to equip trusts and estates professionals with the tools they need to manage estates.
We understand the complexities of estate planning, trust funding and estate administration. After years of experience in estate law, complex tax planning, and administering hundreds of estates using our own back-end technology, we came to a clear conclusion. This could all be simpler, for everyone.
Trustate Solutions
Trustate for Wealth Managers
400+ hours Of estimated executor time saved for an average estate. $50M+ In unknown assets and 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....
