Trustate
Trustate is a web and API platform for estate planning, trust funding, probate, and estate administration.
What Trustate is
Trustate is a web and API platform for estate planning, trust funding, probate, and estate administration. It generates customizable planning documents, intake forms, and flowcharts. Trust-funding workflows automate forms, deed preparation in all 50 states, and asset retitling. Real-time searches cover bank accounts, real estate, retirement accounts, bills, loans, and credit cards. Probate functions automate jurisdiction-specific pleadings, petitions, and applications and help discover, close, and transfer decedent accounts. Teams and clients can collaborate through estate workflows, while an interactive estate balance sheet supports fiduciary accountings. Integrations include Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, and webhooks. Trustate requires no installation and is intended for professionals from solo practices to large trust companies.
Good
- Automates deed preparation in all 50 states
- Searches assets and liabilities in real time
- Supports jurisdiction-specific probate documents
- Includes team and client collaboration
- Requires no software installation
Watch out
- No free plan
- Implementation fee covers onboarding and training
- Plans limit users or task credits
- Some trust-company pricing is custom
Who it suits
Trustate suits trusts and estates professionals, from solo practitioners to larger firms and trust companies, needing automated estate workflows.
Verdict
Trustate centralizes planning, funding, probate, searches, and administration in a browser-based platform. Its plan limits, implementation fee, and custom enterprise pricing should be reviewed alongside the workflows your practice needs.
Plans and prices
From Trustate's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Solo | $125 a month | 2 user licenses · 60 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation · Per month |
| Basic | $169 a month | up to 2 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses · $169/month when purchasing the annual; $189 /month |
| Small/Mid-Size Firm | $259 a month | 4 user licenses · 180 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation · Per month |
| Small firm | $379 a 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/month when purchasing the annual; $399 /month |
| LARGE/High Volume Firm | $429 a month | 8 user licenses · 360 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation · Per month |
| Mid-Large Firm | $499 a 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/month when purchasing the annual; $529 /month |
| Trust co/banks | Priced on request | 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 · Custom pricing available |
| Trust Cos/Banks | Priced on request | unlimited users · custom modules · dedicated account concierge · unlimited team trainings · Custom |
The facts
Each one read from Trustate's own pages, with the date it was checked.
What it does
- Account security
- Trustate requires multi-factor authentication for user accounts, including underlying clients, and does not allow account sharing.checked 5 Oct 2026
- Asset searches
- Trustate offers real-time asset and liability searches, including bank accounts, real estate, retirement accounts, outstanding bills, loans, and credit cards.checked 5 Oct 2026
- Document drafting
- The platform generates customizable estate planning documents and provides client intake forms and flowcharts.checked 5 Oct 2026
- Encryption and storage
- Trustate states that stored data uses AES 256-bit encryption, transfers use TLS 1.2, and documents are held in ISO 27018-certified data centers.checked 5 Oct 2026
- Integrations
- The integrations page lists Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, webhooks, and other platforms.checked 5 Oct 2026
- Intended users
- Trustate says it is built for trusts and estates professionals, from solo practitioners to large trust companies.checked 5 Oct 2026
- Probate administration
- Trustate automates jurisdiction-specific court pleadings, petitions, and applications and supports discovering, closing, and transferring decedent accounts.checked 5 Oct 2026
- Product
- Trustate describes itself as an automated estate operations platform for planning, trust funding, probate, and estate administration.checked 5 Oct 2026
- Security certification
- Trustate says it has completed SOC 2 Type II examinations and received certification from an independent auditor.checked 5 Oct 2026
- Support and onboarding
- The pricing FAQ says the implementation fee covers live support, onboarding, and training sessions for new firms.checked 5 Oct 2026
- Trust funding
- Trustate automates funding forms and tasks, including deed preparation in all 50 states and asset retitling.checked 5 Oct 2026
- Web-based service
- Trustate says its software is web-based and requires no installation.checked 5 Oct 2026
- Workflow tools
- The platform supports team and client collaboration, estate-specific workflows, and instant fiduciary accountings in an interactive estate balance sheet.checked 5 Oct 2026
The company
- Headquarters
- Tampa, Florida, United Stateschecked 28 Sep 2026
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