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SPECIFICTION
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Trustate

trustate.com

From $125/mo WebAPI
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Spec score 7.1 #26 of 31 in Legal Document Automation Software

Spec sheet

Product
Trustate describes itself as an automated estate operations platform for planning, trust funding, probate, and estate administration.Read 5 Oct 2026 · trustate.com
Intended users
Trustate says it is built for trusts and estates professionals, from solo practitioners to large trust companies.Read 5 Oct 2026 · trustate.com
Integrations
The integrations page lists Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, webhooks, and other platforms.Read 5 Oct 2026 · trustate.com
Headquarters
Tampa, Florida, United StatesRead 28 Sep 2026 · trustate.com
Account security
Trustate requires multi-factor authentication for user accounts, including underlying clients, and does not allow account sharing.Read 5 Oct 2026 · trustate.com
Asset searches
Trustate offers real-time asset and liability searches, including bank accounts, real estate, retirement accounts, outstanding bills, loans, and credit cards.Read 5 Oct 2026 · trustate.com
Document drafting
The platform generates customizable estate planning documents and provides client intake forms and flowcharts.Read 5 Oct 2026 · trustate.com
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.Read 5 Oct 2026 · trustate.com
Probate administration
Trustate automates jurisdiction-specific court pleadings, petitions, and applications and supports discovering, closing, and transferring decedent accounts.Read 5 Oct 2026 · trustate.com
Security certification
Trustate says it has completed SOC 2 Type II examinations and received certification from an independent auditor.Read 5 Oct 2026 · trustate.com
Support and onboarding
The pricing FAQ says the implementation fee covers live support, onboarding, and training sessions for new firms.Read 5 Oct 2026 · trustate.com
Trust funding
Trustate automates funding forms and tasks, including deed preparation in all 50 states and asset retitling.Read 5 Oct 2026 · trustate.com
Web-based service
Trustate says its software is web-based and requires no installation.Read 5 Oct 2026 · trustate.com
Workflow tools
The platform supports team and client collaboration, estate-specific workflows, and instant fiduciary accountings in an interactive estate balance sheet.Read 5 Oct 2026 · trustate.com

Plans and prices

Solo $125 a month 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 a month $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 $259 a month 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 a month $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 $429 a month 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 a month $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 Priced on request 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 Priced on request Custom unlimited users · custom modules · dedicated account concierge · unlimited team trainings Read 5 Oct 2026 · trustate.com

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