Estate Engine vs Trustate
Estate Engine
estate-engine.comTrustate
trustate.comSide by side
| Figure | Estate Engine | Trustate |
|---|---|---|
| Price from | $200/mo | $125/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 4 | 8 |
| Spec score · Legal Document Automation Software | 8.0 (#10) | 7.1 (#26) |
| Integrations | Integrations with legal CRM, billing, and scheduling tools are described as coming soon. | The integrations page lists Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, webhooks, and other platforms. |
| Product | Estate Engine automates client intake and estate-plan drafting in one workspace for solo and small-firm attorneys. | Trustate describes itself as an automated estate operations platform for planning, trust funding, probate, and estate administration. |
Plans
Estate Engine
- Pay as you go$50, paid once
- Starter$200 a month
- Growth$420 a month
- Scale$597.50 a month
Trustate
- Solo$125 a month
- Basic$169 a month
- Small/Mid-Size Firm$259 a month
- Small firm$379 a month
- LARGE/High Volume Firm$429 a month
- Mid-Large Firm$499 a month
- Trust co/banksPriced on request
- Trust Cos/BanksPriced on request
In their own words
Estate Engine
Estate Engine has no write-up on Specifiction yet; its figures are above.