Trustate Unveils Revolutionary “All-in-One” Automated Estate Operations & Task Automation Platform

Share Article

Trustate’s latest release is an all-in-one platform designed specifically for trusts and estates professionals.

Trustate's Estate Operations Platform

“We are focused on providing our clients with products and services that are specifically tailored to meet the needs of the modern trusts and estates professional." -Leah Del Percio, CEO and co-founder

Trustate, the award-winning, female-founded, Tampa Bay technology company that is revolutionizing the estate administration and planning process, announced today that they have successfully launched the world’s first comprehensive, all-in-one estate operations and task completion platform geared specifically towards trusts and estates professionals. In addition to Trustate’s flagship estate administration automation tools, the company, which counts several hundred law firms and financial institutions as its clients, now provides users with the ability to manage all of their estate related needs, be it administration, planning, guardianships, and ongoing trust administration, in one easy-to-use portal.

This game-changing platform gives trusts and estates professionals the operational workflows they need to complete the tasks at hand, while also giving them the option to complete tasks quickly and correctly using Trustate’s proprietary task automation systems.

The latest rollout was developed with input and feedback from both existing users and the broader trusts and estates community. “We are focused on providing our clients with products and services that are specifically tailored to meet the needs of the modern trusts and estates professional. We spent countless hours talking to our clients and bringing them in on the process to ensure we could deliver a world-class experience.” says co-founder and CEO, Leah Del Percio (a former T&E attorney).

Trustate is no stranger to launching innovative and technological solutions. This announcement comes hot on the heels of Trustate’s most recent July 2022 launch of their asset and liability data discovery tools. Not only does Trustate provide the data needed to know what to do, it automatically creates expertly tailored workflows for trusts and estates professionals and it then equips them with the tools to carry out those tasks at the simple click of a button. No implementation time or tutorials needed. Trustate’s all-in-one estate operations platform gives professionals the ability to create consistent estate-specific workflows, discover estate liability and asset data (including banking, life insurance and property), and automate and complete time-consuming, tedious tasks (including trust funding tasks such as transfers and retitling) in one easy-to-use dashboard.

Beyond Trustate’s innovative solutions is their client-centered and highly innovative pricing model, which provides a free baseline account and only prompts users for payment when they select to have Trustate complete a task. With tasks starting at just $5 and no minimum purchase requirements, trusts and estates professionals now have the ability to fit this software into any budget. According to Trustate’s co-founder and COO, Tara Faquir, pricing Trustate’s software was an equally critical component of the conversation as any other aspect of the build. “In talking with users, we understood their need for flexibility in pricing on estate matters. Just as every firm is unique, so is every estate, and that means that each estate, and each set of clients will have different needs, which is why so many law firms use billable hours to charge clients, or do an initial consultation and charge a flat fee or percentage based on that consultation. Our model allows professionals across all fee models to use Trustate’s solutions and generate additional revenue through the use of Trustate’s tools regardless of the needs of each estate and each client. While some professionals elect to use Trustate’s task automation option for all tasks, we have other professionals who only opt for assistance with one task. Our vision for this platform gives the professional broad flexibility while simultaneously mitigating their risk, and thus the pricing model reflects that flexibility.”

Trustate’s estate operations platform is available now. To learn more, watch their 90-second demo video, or create a free account here: Trustate: The All-in-One Estate Management Platform

Trustate is the nation’s leading estate operations technology created to ease the burden of estate administration and planning 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.

Learn more about Trustate by connecting with us on Facebook, Instagram, and Linkedin. If you are interested in learning more about Trustate’s latest product release, you can watch this 2-minute demo video, or schedule time with one of their team members.

For more information
Trustate PR Team

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Trustate Press Team
1 618-437-8283
Email >