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Trustate
What Trustate is
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 a month.
Who it suits
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 it does well
- 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
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo | Per month · 2 user licenses · 60 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation | $125 a month |
| Basic | $169/month when purchasing the annual; $189 /month · up to 2 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses | $169 a month |
| Small/Mid-Size Firm | Per month · 4 user licenses · 180 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation | $259 a month |
| Small firm | $379/month when purchasing the annual; $399 /month · up to 4 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses · estate planning docs | $379 a month |
| LARGE/High Volume Firm | Per month · 8 user licenses · 360 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation | $429 a month |
| Mid-Large Firm | $499/month when purchasing the annual; $529 /month · up to 8 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses · estate planning docs · custom-built workflows · priority search results reporting | $499 a month |
| Trust Cos/Banks | Custom · unlimited users · custom modules · dedicated account concierge · unlimited team trainings | On request |
| Trust co/banks | Custom pricing available · user licenses and frontloaded task credits shown without quantities · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation | On request |
As trustate.com lists them, read 5 Oct 2026. The maker's own page has the final word.
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.
Facts from Trustate's own pages
- Account security
- Trustate requires multi-factor authentication for user accounts, including underlying clients, and does not allow account sharing. · trustate.com, 5 Oct 2026
- Asset searches
- Trustate offers real-time asset and liability searches, including bank accounts, real estate, retirement accounts, outstanding bills, loans, and credit cards. · trustate.com, 5 Oct 2026
- Document drafting
- The platform generates customizable estate planning documents and provides client intake forms and flowcharts. · trustate.com, 5 Oct 2026
- Encryption and storage
- Trustate states that stored data uses AES 256-bit encryption, transfers use TLS 1.2, and documents are held in ISO 27018-certified data centers. · trustate.com, 5 Oct 2026
- Headquarters
- Tampa, Florida, United States · trustate.com, 28 Sept 2026
- Integrations
- The integrations page lists Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, webhooks, and other platforms. · trustate.com, 5 Oct 2026
- Intended users
- Trustate says it is built for trusts and estates professionals, from solo practitioners to large trust companies. · trustate.com, 5 Oct 2026
- Probate administration
- Trustate automates jurisdiction-specific court pleadings, petitions, and applications and supports discovering, closing, and transferring decedent accounts. · trustate.com, 5 Oct 2026
- Product
- Trustate describes itself as an automated estate operations platform for planning, trust funding, probate, and estate administration. · trustate.com, 5 Oct 2026
- Security certification
- Trustate says it has completed SOC 2 Type II examinations and received certification from an independent auditor. · trustate.com, 5 Oct 2026
- Support and onboarding
- The pricing FAQ says the implementation fee covers live support, onboarding, and training sessions for new firms. · trustate.com, 5 Oct 2026
- Trust funding
- Trustate automates funding forms and tasks, including deed preparation in all 50 states and asset retitling. · trustate.com, 5 Oct 2026
- Web-based service
- Trustate says its software is web-based and requires no installation. · trustate.com, 5 Oct 2026
- Workflow tools
- The platform supports team and client collaboration, estate-specific workflows, and instant fiduciary accountings in an interactive estate balance sheet. · trustate.com, 5 Oct 2026
Where Trustate stands on Freedom251
- Legal Document Automation Software#27 of 31