Designed by ACTEC Fellows and AmLaw 100 attorneys. Refined across 30+ years of practice. Reviewed continuously as the law evolves.
Our documents are drafted by the same attorneys you'd hire to draft your own. The Trustate consortium includes ACTEC Fellows, T&E law professors, and members of the Society of Trust and Estate Practitioners (STEP) — practicing at DLA Piper, McDermott Will & Emery, Baker Donelson, Nelson Mullins, and other top AmLaw 100, mid-sized, and boutique firms. Their combined expertise spans estate planning, tax, fiduciary litigation, and corporate law. They draft these clauses for their own clients. You're using the same ones.
Refined through 30+ years of hands-on use in estate planning and litigation at top firms nationwide.
Built by attorneys from DLA Piper, McDermott Will & Emery, Baker Donelson, and other top firms who draft these documents daily.
Backed by ACTEC Fellows and trusts & estates professors who set the standard for estate planning excellence.
Used in thousands of real matters across the country. These aren't templates — they're battle-tested documents that hold up in practice.
Draft documents within minutes, rather than hours
Clear, concise documents enhance understanding and confidence.
Firms can maintain uniformity in their legal documents while still allowing for necessary customization
Clients can update asset lists or modify provisions within Schedule A without having to formally amend the trust or will itself.
Our software is web-based, so there is no need for installation or complicated integrations. Simply create an account, and start using our tools.
See list of current Trustate integrations.
Our software is built on the best in class platforms with the highest security standards in place. In addition to our secure platform, we have implemented a 3-step verification process to ensure the security of the data.
To learn more about our security protocols, click here.
In order to maintain the highest level of security, each user must create their own account.
No. Trustate is a software system designed for your firm and will never communicate directly with your client.
Yes, Trustate works in all 50 states.