Maximize your firm's efficiency and revenue potential by addressing the underserved and highly profitable realm of trust and estate administration operations.
Say goodbye to all the manual paperwork and laborious tasks that make up unbillable hours, and start automating the administrative processes, allowing you to complete tasks in a fraction of the time.
Mistakes in trust and estate administration can be costly and time-consuming to rectify. Reducing the risk of error provides peace of mind for you and your clients.
Trustate has created an indispensable tool that provides a critical value-add for financial advisors when clients need us the most.
I fell in love with Trustate immediately. I can’t imagine any estate planner or financial planner not using this technology for their clients.
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Over 1,000 firms have achieved operational efficiency and expanded their practices by joining the revolution.
