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.
Small firm creates the same lease, will, motion to dismiss, or discovery request from scratch every time — no forms library, no document automation, and setting up templates in most PM tools requires a consultant
County DA's office processes 8,000 cases per year with 12 attorneys and a legacy case management system from the early 2000s that can't share data with law enforcement's records system — every case requires manual re-entry of arrest data, incident reports are printed and re-scanned, and the office has no real-time visibility into which cases are approaching statutory deadlines
Corporate legal department manages 500+ matters across 30 outside firms but has no single source of truth — matter details live in email chains, budget approvals happen via PDF attachments, and when the GC asks 'how many active IP matters do we have in EMEA and what's the projected spend?' the answer takes a paralegal two days to compile from scattered spreadsheets
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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