TAMPA, Fla.--(BUSINESS WIRE)--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's innovative platform, already renowned for simplifying post-death trust and estate administration and trust funding, now empowers trusts and estates professionals to guide their clients seamlessly from planning to execution. With the addition of these cutting-edge estate planning tools, professionals can create, manage, and oversee the entire lifecycle of a trusts and estates client—all from one cohesive platform.
"A Game Changer for the Industry"
"Today marks a transformative moment in the trusts and estates field," said Leah Del Percio, Co-Founder and CEO of Trustate. "Our mission has always been to empower professionals to serve their clients more effectively. By introducing best-in-class estate planning documents to our platform, we're not just complementing our software—we're completing the puzzle. This is the first and only solution that addresses the entire journey, from planning to probate and beyond."
Co-Founder and COO Tara Faquir echoed these sentiments, adding, "Trustate is rewriting the rules for what estate planning and administration can look like. No longer will professionals need to juggle multiple tools or platforms—Trustate is now the one-stop solution they've been waiting for."
Key Features of the New Estate Planning Suite
- Estate Planning Document Language: A group of leading practitioners worked together to create Wills, Trusts, and other estate planning documents, so that estate planning professionals across the country would have access to high-quality documents suited to fit the needs of any size or type of client with just a few clicks.
- Integrated Workflow: Combine planning and administration in one intuitive system, reducing errors and saving time.
- Collaborative Tools: Enhance communication between attorneys, paralegals, and other professionals for seamless client service.
- State-of-the-Art Security: Protect sensitive client data with Trustate's advanced encryption and compliance measures.
Empowering Professionals, Serving Clients Better
Trustate's new estate planning features were developed with direct input from leading trusts and estates professionals. By integrating cutting-edge technology with practical, user-driven insights, Trustate ensures that its platform not only meets but exceeds the needs of modern professionals and their clients.
Join the Revolution
Trustate invites professionals to experience the future of trusts and estates management today. To learn more about Trustate's end-to-end solution or schedule a demo, visit
About Trustate
Trustate is a leading provider of innovative estate management solutions, dedicated to simplifying the complexities of trust and estate planning and administration. With a focus on leveraging technology to empower professionals, Trustate offers user-friendly tools to streamline asset organization, distribution planning, and collaborative estate management.
Trustate – The End-to-End Solution for Trusts and Estates Professionals.
Contacts
Media Inquiries:
Trustate Press Team
press@trustate.com
