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Getting Started
Collection of articles and videos to help you get started with Trustate.
- What is point person used for?
- How do I invite my colleagues?
- What types of searches can Trustate run for my clients?
Training & Onboarding Support
Learn Trustate your way—watch on-demand videos anytime or join live weekly trainings.
Trusts & Estates Education
Education at your fingertips: Webinars, one-pagers, resource guides.