Estate administration and trust funding involve numerous complex tasks, often handled manually, leading to inefficiencies and increased operational costs for trusts and estates professionals. Managing these processes across multiple platforms and data sources can be time-consuming and prone to errors.

Trustate provides an end-to-end platform designed to automate and streamline trust and estate administration. The platform offers features such as task automation, real-time asset discovery, and automated trust funding to enhance workflow efficiency. By centralizing estate information into a single dashboard, Trustate enables professionals to delegate tasks, track progress, and collaborate with team members. The system also automates the generation of estate planning documents and facilitates the closing and transfer of accounts.

Task automation system with pre-populated workflows for common estate administration tasks

Real-time asset and liability discovery through partnerships with global data providers

Automated trust funding capabilities, including preparation of deeds and beneficiary change forms

Estate balance sheet generation with automated calculations for estate tax, principal, and income

Collaboration tools for assigning tasks, tracking progress, and integrating tax filing deadlines

Document generation for wills, trusts, and powers of attorney

Integration with calendar applications for deadline management

Trustate primarily serves attorneys, wealth managers, and trust companies involved in estate planning, trust funding, and estate administration.

Trustate offers tiered pricing plans based on the features required.