Built on over 30 years of real-world application, our estate planning documents are designed by an elite consortium of highly respected trusts and estates attorneys from across the country. Among them are ACTEC Fellows, esteemed T&E law professors, and members of the Society of Trust and Estate Practitioners (STEP). These experts represent top AmLaw 100 firms—such as DLA Piper, McDermott Will & Emery, Baker Donelson, and Nelson Mullins—as well as leading mid-sized and boutique firms. Their collective knowledge spans estate planning, tax law, fiduciary litigation, corporate law, and more—ensuring our documents stand up to the highest professional standards.
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.
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