Trustate pricing
8 plans read from trustate.com
Solo$125 a month Per month2 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 /monthup 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 month4 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 /monthup 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 month8 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 /monthup 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/banksPriced on request Custom pricing availableuser 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/BanksPriced on request Customunlimited users · custom modules · dedicated account concierge · unlimited team trainings Read 5 Oct 2026 · trustate.com
In short
- Trustate has a free plan (Trust co/banks).
- Paid plans published: 6, from $125 a month.
- 2 plans are priced on request (Trust co/banks, Trust Cos/Banks).
What the alternatives costAll alternatives →
| Tool | From | Free plan | Free trial |
|---|---|---|---|
| Checkbox | $416.67/mo | No | Yes |
| Docassemble | — | Yes | No |
| InterActive Legal | — | No | No |
| ClauseBase | — | No | No |
| Rocket Lawyer Estate Planning | $12.42/mo | No | Yes |
| Legito | €6.90/mo | Yes | Yes |
| Gavel | $34.75/mo | No | Yes |
| CaseBlink | $100/mo | No | Yes |