What is Trustate?
Trustate is an automated estate operations platform that aims to streamline and simplify estate management processes for professionals in the legal and wealth management industries. The platform caters to firms of all sizes, from solo practitioners to large enterprises. According to the vendor, Trustate offers collaborative features, tailored task workflows, task automation capabilities, and comprehensive client support that can benefit attorneys, wealth managers, estate planners, probate administrators, and trust administrators.