Trustate
How this is computed · one composite score, recomputed across all 29 months, ranked on a 3-month moving average
How Hype Index is computed · prospect-to-user intent ratio over the 12-month window
What it is
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.
Integrations
Platforms Trustate integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
- Clio
- DecisionVault
- Lawmatics
- Legacy Apps
- MyCase
- New Law Business Model
- Actionstep
- Airtable
- Amicus Attorney
- Caret
- Dropbox
- Dubsado
- EstateView
- Filevine
- Formstack
- HighLevel
- HotDocs
- HubSpot
- Jotform
- Keap
- Knackly
- Lawcus
- LedgerSync
- Levitate
- Pathagoras
- PracticePanther
- Salesforce
- Smokeball
- Typeform
- Webhooks
- Workflowy
- Xero
- Zapier
- Zoho One
- DigiParser
- Eternal Pro
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class
Community ratings
Alternatives
Other Drafting & Automation vendors in the directory. "Compare" pages are editorial and coming as we build them.
- #12 Litera — Connected legal drafting, review, and knowledge management platform
- #61 Airslate
- #91 Briefcatch
- #100 Neota
- #145 Gavel
- #172 Briefpoint
- Leah Del PercioFounder & CEO lawyer-founded female-founded source ↗
- 1.8MTotal funding reported by the TLTF directory · founded 2020 · as crawled 2026-02-09source ↗
Round-by-round data (dates, round names, investors) is not in our source crawl — only the total is shown.
We haven't found any webinars offered by Trustate yet — see all legal tech webinars.
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