Pricing
Trustate pricing
As trustate.com lists them, read 5 Oct 2026. The maker's own page has the final word.
| 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 |
From trustate.com.