Trustate
APIyesOSS—FREE—DOCS5/5
TR6.8#5 of 31
outWeb—Windows—Mac—Linux—Android—iOS
Ranked in Legal Document Automation Software ·No free plan on record· paid from $125/mo
About
Trustate is ranked #5 of 31 in legal document automation software on Inferse. It runs on API, Web. There is no free plan. Paid plans start at $125/mo.
Compared on legal document automation software
- Free plan
- Notrustate.com
Facts
- Product
- Trustate describes itself as an automated estate operations platform for planning, trust funding, probate, and estate administration.trustate.com · 5 Oct 2026
- Document drafting
- The platform generates customizable estate planning documents and provides client intake forms and flowcharts.trustate.com · 5 Oct 2026
- Trust funding
- Trustate automates funding forms and tasks, including deed preparation in all 50 states and asset retitling.trustate.com · 5 Oct 2026
- Asset searches
- Trustate offers real-time asset and liability searches, including bank accounts, real estate, retirement accounts, outstanding bills, loans, and credit cards.trustate.com · 5 Oct 2026
- Probate administration
- Trustate automates jurisdiction-specific court pleadings, petitions, and applications and supports discovering, closing, and transferring decedent accounts.trustate.com · 5 Oct 2026
- Workflow tools
- The platform supports team and client collaboration, estate-specific workflows, and instant fiduciary accountings in an interactive estate balance sheet.trustate.com · 5 Oct 2026
- Integrations
- The integrations page lists Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, webhooks, and other platforms.trustate.com · 5 Oct 2026
- Security certification
- Trustate says it has completed SOC 2 Type II examinations and received certification from an independent auditor.trustate.com · 5 Oct 2026
- Encryption and storage
- Trustate states that stored data uses AES 256-bit encryption, transfers use TLS 1.2, and documents are held in ISO 27018-certified data centers.trustate.com · 5 Oct 2026
- Account security
- Trustate requires multi-factor authentication for user accounts, including underlying clients, and does not allow account sharing.trustate.com · 5 Oct 2026
- Support and onboarding
- The pricing FAQ says the implementation fee covers live support, onboarding, and training sessions for new firms.trustate.com · 5 Oct 2026
- Intended users
- Trustate says it is built for trusts and estates professionals, from solo practitioners to large trust companies.trustate.com · 5 Oct 2026
- Web-based service
- Trustate says its software is web-based and requires no installation.trustate.com · 5 Oct 2026
Company
- Headquarters
- Tampa, Florida, United Statestrustate.com · 28 Sept 2026
Best Trustate alternatives
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Where it ranks on Inferse
Sources
- trustate.com/solutions· checked 5 Oct 2026
- trustate.com/integrations· checked 5 Oct 2026
- trustate.com/compliance-and-security· checked 5 Oct 2026
- trustate.com/pricing· checked 5 Oct 2026
- trustate.com/why-trustate· checked 5 Oct 2026
- trustate.com/drafting· checked 5 Oct 2026
- trustate.com· checked 28 Sept 2026