Consolidate your workflow into one platform

Attorneys switch to Trustate because juggling WealthCounsel for drafting, UDeeds for funding, and spreadsheets for admin doesn’t scale. They’re walking away from rigid multi-year contracts in favor of flexible plans that actually fit their practices. Trustate brings everything into one platform so you spend less time on tools and more time with clients.

Save hours on every estate matter

Draft wills, trusts, and powers of attorney with 30+ years of tested language in minutes, not hours. Automate trust funding, asset searches, and 120+ post-death tasks that used to eat up your team’s billable time.

By the numbers

Minimize risk and protect your clients

Every document is built on attorney-vetted templates, every task is tracked in guided workflows, and every search is comprehensive. Fewer mistakes mean fewer malpractice risks and more client trust.

$26,196

average cost saving per year when using Trustate

$36,000

average new revenue by adding trust funding services

$62,196

how much you can boost your firm's bottom line

100%

of Trusts & Estates professionals
report increased bandwidth

An indispensable tool

Trustate has created an indispensable tool that provides a critical value-add for financial advisors when clients need us the most.

Eric Brotman
BFG Financial Advisors

**Can't imagine not using this tech**

I fell in love with Trustate immediately. I can’t imagine any estate planner or financial planner not using this technology for their clients.

Steve Oshins
Oshins & Associates, LLC

We're so glad you asked.