Trustate
Legal Solutions · Florida, United States · 11-50 Employees
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Overview
Headquarters
802 E Whiting St, Tampa, Florida, 33602,...Phone Number
(618) 437-8283Website
www.trustate.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Trustate
Trustate provides an all-in-one software solution for trust and estate planning, funding, and administration, designed specifically for professionals in the field. Their offerings include automated estate administration, trust funding, and asset discovery tools, aimed at streamlining the estate lifecycle. The company serves attorneys and wealth managers, enabling them to enhance operational efficiency and deliver exceptional client service. Trustate's technology allows users to manage estates of any size while automating tedious tasks, ensuring a focus on client needs.Explore more
Trustate Org Chart
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Trustate is experiencing very low activity levels compared to other companies in the Software sector.
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Trustate Tech Stack
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Trustate News & Media
Trustate and SproutEd Partner to Revolutionize Trusts & Estates Education with Exclusive CLE Webinars for Legal Professionals
TAMPA, Fla.--(BUSINESS WIRE)--Trustate, a leading software provider for trusts and estates professionals, and SproutEd, the premier Continuing Legal Education provider specializing in continuing legal education (CLE), are excited to announce a strategic partnership to offer expertly curated trusts and estates CLE webinars to legal professionals. This collaboration is particularly important given that education related to trusts and estates is often underrepresented in CLE programming compared tTrustate Introduces Seamless Automation with Zapier Integration
TAMPA, Fla.--(BUSINESS WIRE)--Trustate, the leading provider of innovative estate management solutions dedicated to simplifying the complexities of trust and estate planning and administration, is thrilled to announce the launch of its integration with Zapier. This new integration empowers users to automate and streamline their trusts and estate administration tasks by connecting Trustate’s comprehensive platform with over 7,000 apps available on Zapier. Enhancing Efficiency in Estate AdministrTrustate and Interactive Legal Join Forces to Empower Estate Planners Nationwide
TAMPA, Fla.--(BUSINESS WIRE)--Trustate, a leading trust and estate administration platform, is thrilled to announce its strategic partnership with Interactive Legal, a premier provider of estate planning document drafting systems. This collaboration marks a significant milestone in the legal tech industry, aiming to streamline and enhance the estate planning process for legal professionals and their clients. As the demand for efficient and effective estate planning solutions continues to rise,Trustate Unveils Digital Solution For Trust and Estate Management: The Estate Balance Sheet with Instant Accountings
TAMPA, Fla.--(BUSINESS WIRE)--Trustate, a leader in estate and trust management solutions, announced the launch of its latest digital solution: The Estate Balance Sheet with Instant Accountings. Designed to revolutionize the way professionals manage trusts and estates, this cutting-edge tool offers comprehensive and streamlined estate organization, providing users with a clear, concise, and dynamic overview of their estate's assets, liabilities, and distributions. Softly launched in December, T
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Trustate provides an all-in-one software solution for trust and estate planning, funding, and administration, designed specifically for professionals in the field. Their offerings include automated estate administration, trust funding, and asset discovery tools, aimed at streamlining the estate lifecycle. The company serves attorneys and wealth man... Read More
