Trustate

Plans and prices

Every plan, in full

On the record

Account security

Trustate requires multi-factor authentication for user accounts, including underlying clients, and does not allow account sharing.trustate.com · read 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.trustate.com · read 5 Oct 2026

Document drafting

The platform generates customizable estate planning documents and provides client intake forms and flowcharts.trustate.com · read 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.trustate.com · read 5 Oct 2026

Integrations

The integrations page lists Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, webhooks, and other platforms.trustate.com · read 5 Oct 2026

Intended users

Trustate says it is built for trusts and estates professionals, from solo practitioners to large trust companies.trustate.com · read 5 Oct 2026

Probate administration

Trustate automates jurisdiction-specific court pleadings, petitions, and applications and supports discovering, closing, and transferring decedent accounts.trustate.com · read 5 Oct 2026

Product

Trustate describes itself as an automated estate operations platform for planning, trust funding, probate, and estate administration.trustate.com · read 5 Oct 2026

Security certification

Trustate says it has completed SOC 2 Type II examinations and received certification from an independent auditor.trustate.com · read 5 Oct 2026

Support and onboarding

The pricing FAQ says the implementation fee covers live support, onboarding, and training sessions for new firms.trustate.com · read 5 Oct 2026

Trust funding

Trustate automates funding forms and tasks, including deed preparation in all 50 states and asset retitling.trustate.com · read 5 Oct 2026

Web-based service

Trustate says its software is web-based and requires no installation.trustate.com · read 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.trustate.com · read 5 Oct 2026

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