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
Checked 5 Oct 2026
Plans and prices
Trustate pricing
Basic
$169 a month
up to 2 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses
Checked 5 Oct 2026
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
Checked 5 Oct 2026
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
Checked 5 Oct 2026
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
Checked 5 Oct 2026
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
Checked 5 Oct 2026
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
Checked 5 Oct 2026
Trust Cos/Banks
Priced on request
unlimited users · custom modules · dedicated account concierge · unlimited team trainings
Checked 5 Oct 2026