Trustate
Trustate: A focused estate and probate automation platform with broad workflow coverage. Ranked #20 of 31 in Legal Document Automation Software by our editors (7.1/10); pricing: Paid; best for estate and trust teams managing administration.
At a glance
- Editor score7.1 / 10
- PricingPaid
- Best forEstate and trust teams managing administration
- Free planNo
- Paid from$125/mo
- Facts checked20 Sep 2026
Where it wins
- Automates probate documents, trust funding, and deed preparation
- Supports estate balance sheets, accountings, searches, and task tracking
- Connects with legal practice-management and productivity tools
Where it doesn't
- No verified questionnaires or conditional logic
- No built-in signatures
- No API access
Our verdict on Trustate
Trustate is a web-based platform for attorneys and trust companies managing estate planning, trust funding, asset and liability discovery, probate, and trust administration. Its feature set covers estate planning and probate document generation, deed and beneficiary form preparation, estate workflows, task tracking, team collaboration, estate balance sheets, and accountings. It is particularly suited to estate and trust teams that need administration workflows alongside document automation, rather than a general-purpose legal form builder.
Pricing is organized by firm type and billing cycle. The Basic plan costs $189 per month with monthly billing or $169 per month with annual billing. Small firm costs $399 per month monthly or $379 per month annually, while Mid-Large Firm costs $529 per month monthly or $499 per month annually. These plans include probate documents, automated trust funding, automated T&E administration, deed preparation, asset and liability searches, and CLE courses. The Solo plan costs $125 per month and adds tailored estate workflows, an estate balance sheet, team collaboration, point-person assignment, calendar integration, and custom task creation. Trust Cos/Banks includes unlimited users, custom modules, a dedicated account concierge, and unlimited team trainings.
Trustate also fits teams working across an existing legal and productivity stack, with integrations including Clio, MyCase, Lawmatics, Actionstep, Airtable, Dropbox, Filevine, Formstack, and others. That ecosystem coverage supports firms that want estate workflows connected to practice management, CRM, automation, and file tools. However, the platform lacks verified questionnaires, conditional logic, signatures, and API access. Choose Trustate for focused estate, trust, and probate administration with collaboration and accounting features. Choose an alternative when intake logic, signing workflows, or programmatic integration are central requirements.
Your product? Our editors can test Trustate in depth and publish a review, labelled as paid · from $149/mo →
Trustate pricing
All 8 Trustate plans and prices →
Trustate fact sheet
| Free plan | No |
|---|---|
| Paid from | $125/mo |
| Questionnaire builder | Not verified |
| Conditional logic | Not verified |
| Clause library | Not verified |
| Microsoft Word export | Not verified |
| E-signature integration | Not verified |
| API access | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Email, Live chat, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Clio, Decision Vault, Lawmatics, Legacy Apps, MyCase, New Law Business Model … See all → |
| Pricing | Paid (source) |
| Website | trustate.com |
| Facts checked | 20 Sep 2026 |
Trustate integrations
Trustate lists 20 integrations on its own site.
- Clio
- Decision Vault
- Lawmatics
- Legacy Apps
- MyCase
- New Law Business Model
- Actionstep
- Airtable
- Amicus Attorney
- Caret
- Dropbox
- Dubsado
- EstateView
- Filevine
- Formstack
- High Level
- Hotdocs
- HubSpot
- Jotform
- Keap
See all Trustate integrations →
Alternatives to Trustate
- ClauseBaseA deep automation suite for legal teams, with contact-sales pricing and broad integration options.9.4
- XpressDoxFlexible legal document automation with Word-centered authoring and deployment options.9.2
- GavelBroad workflow automation with document generation, integrations, portals, and an API.9.1
See all Trustate alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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