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Estate/Trust Work: Automated for Lawyers Trustate is an end-to-end estate operations platform that uses data and task automation to help trusts and estates professionals quickly, efficiently, and accurately manage their estate workload. From estate administration task completion and asset and liability discovery tools to trust funding technology, Trustate is the only all-in-one platform specifically built for trusts and estate experts, by trusts and estate experts.
- Task automation and completion for trust and estate administration
- Trust funding task automation and completion platform
- Asset & liability discovery tools
- Expertly tailored workflows
- Collaborative and interactive across team members