Trustate is an end-to-end trust and estate planning platform founded in 2020, based in the US. Automates estate planning document drafting, trust funding, and post-death administration. $1.8M funding (GingerBread Capital, Impression Ventures, Red Bike Capital, Embarc Collective, 1871). ~14 employees. Strong Reddit praise — practitioners calling it ‘the future of planning’ with ‘dozens leaving WealthCounsel.’ Features: document drafting, automated trust funding, asset discovery, deed preparation, estate administration task management. G2 listing exists (alternatives page). TrustRadius listed. Serves trusts & estates attorneys and trust companies.
Company Info
- Founded: 2020
- Team size: 1-10 employees
- Funding: $1.8M
- HQ: United States
- Sector: Revenue Management, Trust & Estate
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Trustate is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Trustate addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Estate planning attorney finished drafting the trust but the trust funding part — retitling the house, updating bank accounts, transferring brokerage assets — is a manual nightmare of phone calls, paperwork, and follow-ups that takes weeks and often doesn't get done, leaving the trust unfunded and useless when the client dies
Probate attorney handling a decedent's estate has to manually track down every asset — bank accounts, brokerage accounts, real property, life insurance policies, retirement accounts — with no systematic search tool, just the family's best recollection and a stack of old tax returns
Where it fits in your workflow
Before Trustate
Client engages attorney for estate planning → attorney gathers client's asset inventory and family information → uses Trustate to draft trust/will/powers of attorney → proceeds to trust funding.
After Trustate
Trust documents drafted → Trustate automates trust funding (retitling, account transfers) → trust funded → client dies → Trustate manages post-death estate administration (asset discovery, probate tasks, distributions).
Integrations & hand-offs
Client intake (Clio/practice management) → Trustate (draft → fund → administer) → Court filing (probate) → Accounting/tax (final returns, distributions).
Community Data
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