# Trustate

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/trustate
- **Dataset:** https://optimly.ai/brand/trustate.json
- **Markdown:** https://optimly.ai/brand/trustate/llms.txt
- **Official website:** https://trustate.com
- **Slug:** trustate
- **Categories:** legal-technology

## Overview

- **Tagline:** The only all-in-one platform covering the entire estates lifecycle, providing comprehensive tools for drafting, funding, searching, and administration, designed to complement existing firm technology.
Source: Brand's website (https://trustate.com) · 2026-10-04

- **Description:** Trustate is an all-in-one software platform for attorneys to streamline trusts and estates operations, including estate planning document generation, trust funding, asset and liability searches, and probate and trust administration.
Source: Brand's website (https://trustate.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - Estate planning document generation
  - trust funding tools
  - asset and liability search capabilities
  - probate and trust administration automation.
Source: Brand's website (https://trustate.com) · 2026-10-04

- **Pricing:** Subscription-based pricing plans tailored for solo practitioners to growing firms.
Source: Brand's website (https://trustate.com) · 2026-10-04

## Audience

- **Target industry:** Attorneys, law firms, financial institutions, trust companies, wealth managers.
Source: Brand's website (https://trustate.com) · 2026-10-04

Page last updated 2026-10-04.