Trustate
Trustate provides a software platform designed to automate and streamline estate planning and administration tasks, incorporating technologies for task automation and asset and liability discovery. The platform facilitates the generation of legal documents and manages estate processes across various states.
- Industry: Trust & Estates Automation
- Location: Tampa, Florida, United States
- Founded: 2020-09-01
- Total funding: 1800000
- Website: https://trustate.com
Product & Features
- Generate over 178,000 customizable estate planning documents instantly.
- Automate over 120 trust funding forms, tasks, and deed transfers across all 50 states.
- Access real-time asset and liability data through comprehensive search capabilities.
- Automate jurisdiction-specific court pleadings for probate and trust administration.
- Calculate instant fiduciary accountings and interactive estate balance sheets securely.
- Facilitate team and client collaboration with tailored workflows for every estate type.
- Integrate with existing tools for seamless data and workflow management.
Notable Customers
- Wealthie
- Equifax
Founders & Team
- Leah Del Percio — Founder and CEO
- Tara Faquir — Co-Founder and Chief Operating Officer
Recent News
- Introducing Trustate 2.0 (2024-12)
- What can Trustate do for you? (2023-12)
Integration partners
- Actionstep
- Airtable
- Clio
- Dropbox
- Filevine
- Formstack
- HotDocs
- HubSpot
- JotForm
- Keap
- Lawcus
- Lawmatics
- MyCase
- PracticePanther
- Salesforce
- Smokeball
- Typeform
- Xero
- Zapier
- Zoho (Other)
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Frequently Asked Questions
What is Trustate?
Trustate provides a software platform designed to automate and streamline estate planning and administration tasks, incorporating technologies for task automation and asset and liability discovery. The platform facilitates the generation of legal documents and manages estate processes across…
What does Trustate do?
Generate over 178,000 customizable estate planning documents instantly. Automate over 120 trust funding forms, tasks, and deed transfers across all 50 states. Access real-time asset and liability data through comprehensive search capabilities.
Who are Trustate's customers?
Trustate's customers include Wealthie, Equifax.
Who founded Trustate?
Trustate was founded by Leah Del Percio and Tara Faquir.
What category does Trustate fall under?
Trustate is a legal technology company in the Trust & Estates Automation category.
Where is Trustate based?
Trustate is based in Tampa, Florida, United States.