Training & Onboarding Support

Learn Trustate your way—watch on-demand videos anytime or join live weekly trainings.

• Adding A Client Matter
• Assets & Liabilities
• Your Trustate Home Dashboard
• Trustate Balance Sheet
• Invite Your Team to Trustate
• Draft Estate Planning Documents
• Fund a Trust and Generate a Deed
• Missing Institution
• Deadline Tickler
• Still have questions?
• Join Our Live Weekly Founder-Led Training Sessions
• How to Set Up the Trustate + DecisionVault Integration
• How to Draft a Customizable Revocable Trust