Trustate pricing
8 plans on the record
Every plan
Solo
Per month
2 user licenses · 60 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation
Read 5 Oct 2026 · trustate.com
Basic
$169/month when purchasing the annual; $189 /month
up to 2 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses
Read 5 Oct 2026 · trustate.com
Small/Mid-Size Firm
Per month
4 user licenses · 180 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation
Read 5 Oct 2026 · trustate.com
Small firm
$379/month when purchasing the annual; $399 /month
up to 4 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses · estate planning docs
Read 5 Oct 2026 · trustate.com
LARGE/High Volume Firm
Per month
8 user licenses · 360 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation
Read 5 Oct 2026 · trustate.com
Mid-Large Firm
$499/month when purchasing the annual; $529 /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
Read 5 Oct 2026 · trustate.com
Trust co/banks
Custom pricing available
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
Read 5 Oct 2026 · trustate.com
Trust Cos/Banks
Custom
unlimited users · custom modules · dedicated account concierge · unlimited team trainings
Read 5 Oct 2026 · trustate.com