--- title: Trustate Reviews meta_title: 'Trustate Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Trustate works for a business like yours. aggregate_rating: rating_value: 3.0 review_count: 1 scale: '5' date_modified: '2025-10-30' parent_category: name: Legal url: https://www.g2.com/categories/legal --- # Trustate Reviews **Vendor:** Trustate **Category:** [Other Legal Software](https://www.g2.com/categories/other-legal) **Average Rating:** 3.0/5.0 **Total Reviews:** 1 ## About Trustate Trustate is an innovative estate management platform designed to simplify the complexities of trust and estate planning and administration for professionals. By integrating advanced technology with user-friendly tools, Trustate offers a comprehensive solution that streamlines asset organization, distribution planning, and collaborative estate management. This all-in-one platform empowers trusts and estates professionals to efficiently manage every phase of the estate lifecycle, from initial planning to final administration, ensuring accuracy and reducing the time spent on manual tasks. Key Features and Functionality: - Estate Planning Document Creation: Generate clear and concise estate plans, including wills, trusts, and powers of attorney, using tried and tested documents that clients can easily understand. - Automated Trust Funding: Eliminate manual processes by automating trust funding tasks such as preparing deeds across all 50 states, auto-generating beneficiary change forms, retitling or transferring accounts, and obtaining trust EINs. - Asset and Liability Discovery: Utilize proprietary technology and partnerships with global data providers to obtain accurate, real-time discovery of clients' assets and liabilities, facilitating comprehensive estate inventories. - Integrated Workflow and Collaboration: Combine planning and administration in one intuitive system, enhancing communication between attorneys, paralegals, and other professionals for seamless client service. - Task Automation and Delegation: Automate and delegate time-consuming tasks, allowing professionals to focus on client relationships and strategic planning. - Estate Balance Sheet with Instant Accountings: Access a dynamic digital solution for trust and estate management that enables real-time collaboration and instant calculations, including tax projections and estate accountings. Primary Value and User Solutions: Trustate addresses the challenges faced by trusts and estates professionals by providing a centralized platform that automates and streamlines the estate management process. By reducing manual tasks and minimizing errors, Trustate enhances operational efficiency, allowing professionals to dedicate more time to client service and strategic planning. The platform's comprehensive features ensure that every aspect of estate planning and administration is handled with precision and care, ultimately delivering exceptional service to clients. ## Trustate Reviews ### 1. A great idea, poor execution **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Trustate?** It has a standard checklist for all the things I need to be worrying about when funding a trust or doing trust administration. **What do you dislike about Trustate?** The document generator frequently does not pull in the information into the fields. The navigation is clunky. After you generate a document, it brings you back to your master task list for all clients, rather than the client dashboard you were just in. **What problems is Trustate solving and how is that benefiting you?** Keeping track of the chaos that is trust administration. - [View Trustate pricing details and edition comparison](https://www.g2.com/products/trustate/reviews?open_modal_url=%2Fproducts%2Ftrustate%2Fwishlists%3Fhost_path%3D%252Fproducts%252Ftrustate%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+18%3A47%3A18+-0500&secure%5Bsession_id%5D=5efec97c-9ac8-4dfc-9c4f-75a94da88696&secure%5Btoken%5D=093e8351b1bf43f5743dc2ba28da50fd130a349f233641aebc55dc8f0f85b399&format=llm_user) ## Trustate Features **Additional Functionality** - Customizable Forms - Customizable Fields - Critical Date Alerts - Document Templates - Forms Automation - Time Tracking - API - Contact Management - AI Copilot - Activity Dashboard - Bankruptcy Case Management - Exemption Management - Calculators - Automatic Backup - Accounting - Electronic Filing - File Management - Document Management - Customizable Reports - Legal Forms Library - Time & Expense Tracking - Invoice Management - Task Progress Tracking - Deadline Management - Document Storage - Task Management - Billing & Invoicing - Expense Tracking - Email Management - Accounting Integration - Activity Tracking - Workflow Management - For Lawyers - Calendar Management - Third-Party Integrations - SSL Security - Reminders - Search/Filter - Alerts/Notifications - Audit Trail - QuickBooks Integration - Data Import/Export - Generative AI - Secure Data Storage - Contact Database - Customer Database - Client Portal - Client Management - Case Management - Payment Processing - Forms Management - Access Controls/Permissions - Trust Accounting - Built-in Accounting - Timer - Records Management - Legal Case Management - Document Generation - Customizable Templates - Communication Management - For Family Law - Reporting/Analytics - Collaboration Tools - Online Intake Forms - Child/Spousal Support Calculations - SMS Messaging - Electronic Signature - State-Specific Forms - Conflict Management - Tax Management - Multi-Currency - Compliance Management - Payroll Management - Bank Reconciliation - Purchasing & Receiving - Accounts Receivable - Purchase Order Management - Reporting & Statistics - Receipt Management - Financial Management - Multi-Location - Credit Card Processing - For Legal Professionals - Audit Management - Quotes/Estimates - Accounts Payable - Expense Claims - Mobile Access - CPA Firms - Income & Balance Sheet - Financial Reporting - Automatic Billing - General Ledger - Legal Risk Management - Approval Process Control - Budgeting/Forecasting - Two-Factor Authentication - Task Scheduling - Staff Calendar - Billable Items Tracking - Status Tracking - Calendar Sync - Court Rules-Based Scheduling - Microsoft Outlook Integration - Niche Application - Distinct Legal Functionality - Specialized or Emerging Capabilities ## Top Trustate Alternatives - [Lawbrokr Storefront](https://www.g2.com/products/lawbrokr-storefront/reviews) - 5.0/5.0 (26 reviews) - [Regy](https://www.g2.com/products/regy/reviews) - 4.9/5.0 (14 reviews) - [Termageddon](https://www.g2.com/products/termageddon/reviews) - 4.9/5.0 (10 reviews)