Articles from Trustate

Trustate is proud to announce that Leah Del Percio and Tara Faquir have been named to Inc.’s 2026 Female Founders 500, an annual list honoring the most dynamic women business leaders in the United States. The honor recognizes founders whose bold ideas, resilience, and execution are shaping the future of their industries.

Trustate, the trailblazing leader in trusts and estates management, is thrilled to announce a groundbreaking expansion to its already industry-defining software. Trustate has officially entered the estate planning arena with the launch of revolutionary estate planning documents, including wills, trusts, and other essential planning documents. This monumental addition makes Trustate the only software offering a truly end-to-end solution for trusts and estates professionals.

Trustate, a leading software provider for trusts and estates professionals, and SproutEd, the premier Continuing Legal Education provider specializing in continuing legal education (CLE), are excited to announce a strategic partnership to offer expertly curated trusts and estates CLE webinars to legal professionals. This collaboration is particularly important given that education related to trusts and estates is often underrepresented in CLE programming compared to other legal practice areas.

Trustate, the leading provider of innovative estate management solutions dedicated to simplifying the complexities of trust and estate planning and administration, is thrilled to announce the launch of its integration with Zapier. This new integration empowers users to automate and streamline their trusts and estate administration tasks by connecting Trustate’s comprehensive platform with over 7,000 apps available on Zapier.

Trustate, a leading trust and estate administration platform, is thrilled to announce its strategic partnership with Interactive Legal, a premier provider of estate planning document drafting systems. This collaboration marks a significant milestone in the legal tech industry, aiming to streamline and enhance the estate planning process for legal professionals and their clients.

Trustate, a leader in estate and trust management solutions, announced the launch of its latest digital solution: The Estate Balance Sheet with Instant Accountings. Designed to revolutionize the way professionals manage trusts and estates, this cutting-edge tool offers comprehensive and streamlined estate organization, providing users with a clear, concise, and dynamic overview of their estate's assets, liabilities, and distributions.