draft with confidence

Draft a complete trust package in less than 5 minutes.

Designed by ACTEC Fellows and AmLaw 100 attorneys. Refined across 30+ years of practice. Reviewed continuously as the law evolves.

Never worry about stale documents or a stale platform.
Every clause in Trustate is reviewed quarterly by the consortium that wrote it, and again any time federal or state law materially changes. The boilerplate you sign your name to should never be older than the law it relies on.
Proven expertise and security  
10K+

customizable documents

250K+

documents generated

1000+

firms using Trustate

30+

years of real-world
application

secret sauce

Why attorneys trust our documents

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.

Expertly Crafted & Time-Tested

Refined through 30+ years of hands-on use in estate planning and litigation at top firms nationwide.

AmLaw 100 Expertise

Built by attorneys from DLA Piper, McDermott Will & Emery, Baker Donelson, and other top firms who draft these documents daily.

Elite Legal Minds

Backed by ACTEC Fellows and trusts & estates professors who set the standard for estate planning excellence.

Proven in Practice & Widely Adopted

Used in thousands of real matters across the country. These aren't templates — they're battle-tested documents that hold up in practice.

Reduced Drafting Time

Draft documents within minutes, rather than hours

Improved Client Experience

Clear, concise documents enhance understanding and confidence.

Consistency Across Documents

Firms can maintain uniformity in their legal documents while still allowing for necessary customization

Greater Flexibility

Clients can update asset lists or modify provisions within Schedule A without having to formally amend the trust or will itself.

how quick is quick?

Draft planning documents in less than five minutes.

The TruClause Difference

Draft with confidence. TruClause is the boilerplate inside Trustate: every provision in every document, drafted by the consortium, versioned, and ready to deploy. Build your firm's preferred language once. Reuse it across every matter. Updated the moment the law changes.
See it in action
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"Incorporating by reference lengthy 'boilerplate' provisions (i.e., clauses used in 99% of Wills and Trusts) leads to more concise and reader-friendly documents. It also makes it a much less daunting task for clients to review their existing plans and consider appropriate updates and revisions."
Michael Bakhama, Esq.
Partner, Nusinov Smith
ESTATE PLAnning documents

Frequently Asked Questions

How will this software integrate into my practice?
How secure is the software platform?
Should I create a firm-wide account or user-based account?
Will Trustate be contacting my client?
Does Trustate service estates nationwide?