Your firm is collaborative, and so is Trustate. Delegate and manage estate tasks seamlessly.
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Streamline your workload with pre-populated task workflows, add deadlines to your calendar, and complete tedious tasks through Trustate's task automation system. Check!
Use Trustate's task automation system to:
Our proprietary technology and partnerships with global data providers means you are getting accurate, real-time discovery for your clients.
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Instant calculations and accountings for both planning and administration clients.
Trustate offers affordable pricing plans to meet your needs and budget.
Still have questions about how Trustate can help you? We're here to help.
Show me the demo!Whether you need help with a single task or an entire estate, we have tools to help.
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