Release Notes
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      Release 10.1

      💻 Release 10.1

      Overview:

      The introduction of the Estate Balance Sheet,  Share, and workflow improvements are the focus of this feature-filled release. You can now track all assets and liabilities in one, simple-to-use, interface. Data results from Trustate, your client, or any other sources are easy to add and track.

      🗞️ New Features:

      • Estate Balance Sheet allowing you to enter asset and liability data

      • Calculations on Estate Balance Sheet data allowing you to calculate the estimated estate tax

      • Find Accounts to run searches from the Estate Balance Sheet page

      • Share with clients functionality to invite your clients into the Trustate system to view the dashboard, vault, and estate balance sheet

      📈 Improvements:

      • Improvements to data retention and purge routines

      • Auto-send task completion emails to portal owners

      • Disable runtime errors for users

      :check_mark: Fixed Issues:

      • Trustate admins have wrong page layouts on some backend pages

      • Remove character limits on published notes

      • Hubspot chatbot causing runtime errors