Trustate

Trustate is a platform covering the estate lifecycle, from drafting estate planning documents through trust funding, asset and liability searches, and probate and trust administration. It consolidates these workflows into a single system, replacing separate drafting, funding, and administration tools with tracked post-death tasks and guided workflows.

Core modules include Estate Planning Docs, Trust Funding (deeds, beneficiary change forms, account retitling, trust EINs), Discovery Tools for asset and liability searches, and Automated Estate Operations for probate documents and post-death task tracking. Integrations connect with practice management and productivity platforms such as Clio, MyCase, Smokeball, Practice Panther, Salesforce, Dropbox, Zapier, and Xero, among others.

Trustate is built by estates attorneys and serves attorneys, trust companies, banks, and wealth managers, from solo practitioners to large firms. Pricing is seat-based with tiered plans: Basic, Small Firm, and Mid-Large Firm editions with monthly or annual billing, plus a custom plan for trust companies and banks. A separate set of plans is offered for estate administration, with user license counts and task credits scaling by firm size.