Trustate

Read 4 Trustate reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose Trustate as their

Trustate is the nation’s leading estate administration technology created to ease the burden of estate administration for trusts and estates professionals and the clients they serve. Founded by Leah Del Percio and Tara Faquir in 2020, the technology has saved professionals hundreds of hours in time and thousands of dollars in operational costs. Trustate’s offerings are available in all 50 states.

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Customer Rating Review Score based on 443 reference ratings
4.8/5.0 (443)

4Testimonials

  • “Trustate has created an indispensable tool that provides a critical value-add for financial advisors when clients need us the most. We have recommended Trustate to dozens of clients already, and …

    Eric Brotman BFG Financial Advisors

  • “I fell in love with Trustate immediately. I can’t imagine any estate planner or financial planner not using this technology for their clients.”

    Steve Oshins Oshins & Associates, LLC

  • "Trustate has revolutionized probate and estate administration. Its streamlined and user-friendly suite of tools is a wonderful tool for attorneys, but its a la carte tasks (e.g., re-titling savings bonds) …

    Larissa G. Duncan Galloway Greenwald PLLC
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