Trustate is a paid, web-based estate operations platform for trusts and estates professionals. It covers planning, trust funding, probate, and estate administration without requiring installation. The service generates customizable estate-planning documents and provides intake forms and flowcharts. Trust-funding workflows automate forms, deed preparation in all 50 states, and asset retitling. Real-time searches cover bank accounts, real estate, retirement accounts, bills, loans, and credit cards. Probate tools automate jurisdiction-specific pleadings, petitions, and applications and help discover, close, and transfer decedent accounts. Teams and clients can collaborate through estate workflows, while an interactive estate balance sheet supports fiduciary accountings. Integrations include Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, and webhooks. Trustate states that it completed SOC 2 Type II examinations, uses AES 256-bit encryption and TLS 1.2, and stores documents in ISO 27018-certified data centers. Plans begin at 125.00 USD per month.
Who it is for
Trustate is intended for trusts and estates professionals, from solo practitioners to large trust companies. It fits teams seeking browser-based workflows for planning, funding, probate, and administration.
What is good
- Estate planning documents and intake workflows
- Deed preparation in all 50 states
- Asset and liability searches
- Jurisdiction-specific probate automation
- Web-based with no installation
What to know first
- No free plan
- Paid implementation fee covers onboarding and training
- Multi-factor authentication is required
- Some plans have user or task-credit limits
Verdict
Trustate brings estate planning, funding, searches, probate, and collaboration into a browser-based service. Its tiered plans and security requirements should be reviewed against a firm’s users, workflows, and budget.
Trustate plans and pricing
All plansCompared on legal document automation software
- Free plan
- No
