Side by side
Trustate vs XpressDox
Both stand on legal document automation software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid APIWeb
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.
Visit Trustate
Paid APIExtensionMac+3
Choose XpressDox if your firm needs interview-driven document automation, broad data-source options and a choice of hosting models. Look elsewhere if you need a free plan or template design directly on a Mac.
Visit XpressDoxThe facts
| Trustate | XpressDox | |
|---|---|---|
| Free plan | No | No |
| Open source | Not published | Not published |
| Runs on | API, Web | API, Extension, Mac, Self-hosted, Web, Windows |
| Lowest paid plan | Solo: $125 a month | Essential: $590 per user a year |
| Plans published | 8 | 6 |
| Maker | Not published | Not published |
| Website | trustate.com | xpressdox.com |
| On legal document automation software | #27 of 31 | #23 of 31 |
Trustate: 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
XpressDox: what it does well
- Build templates with low-code questions or over 300 full-code commands.
- Assemble documents as Word files, PDFs or Outlook emails.
- Use bidirectional data flow with listed databases and custom sources.
- Choose cloud, on-premise or hybrid hosting.
- RESTful, .NET and in-Word APIs are available.
What to know first
- There is no free plan.
- Mac users cannot design templates on a Mac.
- Onboarding training is paid.
Alternatives to Trustate Alternatives to XpressDox The whole list