Getting Started
Collection of articles and videos to help you get started with Trustate.
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Training & Onboarding Support
Learn Trustate your way—watch on-demand videos anytime or join live weekly trainings.
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Trusts & Estates Education
Education at your fingertips: Webinars, one-pagers, resource guides.
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Universal Will/Trust Provisions
Supporting documentation for your estate planning needs
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Trusuite Consent Forms
Clients prefer a paper consent form? Download here.
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Release Notes
Documentation for new features and improvements to the Trustate system
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