Trustate

Trustate is an automated estate operations platform that aims to streamline and simplify estate management processes for professionals in the legal and wealth management industries. The platform caters to firms of all sizes, from solo practitioners to large enterprises. According to the vendor, Trustate offers collaborative features, tailored task workflows, task automation capabilities, and comprehensive client support that can benefit attorneys, wealth managers, estate planners, probate administrators, and trust administrators.

Key Features

Collaborate: Trustate provides a collaborative platform where users can delegate and manage tasks within their firm. Teams can assign a point person to oversee multiple estates and utilize collaborative dashboards with built-in progress trackers to stay organized and track task status. Work overlap is minimized by assigning team members to specific tasks, and color-coded status activity tags offer quick updates on task progress. Users can also monitor the number of estates in the queue at any given time.

Task Workflows: Trustate offers tailored estate workflows to increase firms' efficiency and productivity. Users can access pre-populated task workflows that can be customized to fit their specific needs. The platform integrates with users' calendars to calculate tax filing deadlines, and the vendor claims to provide expert-level estate operations guidance throughout the process.

Task Automation: Trustate allows users to assign tasks to the platform for efficient completion. Once a task is assigned, work begins within 24 hours of submission. Trustate maintains a comprehensive list of completed tasks.

Client Support: Trustate offers on-demand support to users, ensuring they have the assistance they need.

Discover: Trustate delivers accurate and real-time results through its proprietary technology and partnerships with global data providers. Users can easily access results for various information, including bank accounts, bankruptcy history, retirement accounts, employment history, income history, life insurance, name and alias information, and property history.

Implement: Trustate seamlessly integrates with users' businesses, with an average implementation time of less than 3 minutes. 1:1 onboarding sessions are provided to ensure users' teams are set up for success. The platform is built on best-in-class platforms using the highest security standards and is designed to be user-friendly and easy to navigate.

Create an Account: Users can create a Trustate account by entering their firm information and a valid email address. Basic estate information, such as the name and recent address, needs to be added to set up the account. Once the account is created, users can access their dashboard, view tasks, run searches, and store documents within each estate's dashboard.

Explore Our Pricing: Trustate offers affordable pricing plans for all types of firms, providing flexibility for incorporating the platform's tools into users' practices.