Trustate

Trustate provides a comprehensive software solution tailored for trust and estate planning, funding, and administration. Crafted by professionals with an understanding of the intricacies involved in estate management, the platform aims to streamline the entire estate lifecycle. Trustate offers a range of solutions that cater to different aspects of estate management, including trust funding, estate administration, and the creation of estate planning documents. The platform is designed to manage estates of all sizes, ensuring that professionals can focus more on their clients rather than on administrative tasks.

The key solutions offered by Trustate include Estate Planning Docs, Trust Funding, and Automated Estate Operations, each addressing a specific need within the estate management process. The Estate Planning Docs module enables users to draft professionally created estate documents quickly, while the Trust Funding module allows for seamless management of trust accounts. Automated Estate Operations offer tools to manage estates efficiently, with features like task delegation and decedent discovery tools to automate and simplify the process.

Trustate's client base primarily consists of attorneys, trust companies, and wealth managers who benefit from the operational efficiencies provided by the software. The platform integrates smoothly with existing business practices, offering a seamless implementation that enhances productivity. Trustate's partnerships with global data providers ensure accurate and real-time asset and liability discovery, further enhancing its capabilities.

Technically, Trustate's platform boasts a robust set of features designed to automate and streamline estate administration. It supports the preparation of deeds across all 50 states and automates the generation of beneficiary change forms, account retitling, and trust EIN acquisition. The software's automation extends to over 120 post-death tasks, minimizing manual effort and reducing errors.

For integration, Trustate offers several options to connect with external systems and platforms. It supports data connectivity through APIs, allowing users to integrate Trustate within their existing technological ecosystem. This flexibility ensures that Trustate can be adapted to meet the specific needs of diverse family offices and wealth management firms.