Trustate

6.2easy start · #17 of 31
in Legal Document Automation Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web. Paid plans from $125/mo.

Trustate is ranked #17 of 31 in legal document automation software on The Geeks Club. It runs on API, Web. There is no free plan. Paid plans start at $125/mo.

Trustate plans and pricing

All plans

Solo $125/mo Per month 2 user licenses · 60 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation trustate.com · 5 Oct 2026

Basic $169/mo $169/month when purchasing the annual; $189 /month up to 2 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses trustate.com · 5 Oct 2026

Small/Mid-Size Firm $259/mo Per month 4 user licenses · 180 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation trustate.com · 5 Oct 2026

Small firm $379/mo $379/month when purchasing the annual; $399 /month up to 4 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses · estate planning docs trustate.com · 5 Oct 2026

LARGE/High Volume Firm $429/mo Per month 8 user licenses · 360 frontloaded task credits · tailored estate workflows · estate balance sheet · team collaboration · assign point person · calendar integration · custom task creation trustate.com · 5 Oct 2026

Mid-Large Firm $499/mo $499/month when purchasing the annual; $529 /month up to 8 users · probate docs · automated trust funding · automated T&E admin · deed prep · asset & liability searches · CLE courses · estate planning docs · custom-built workflows · priority search results reporting trustate.com · 5 Oct 2026

Compared on legal document automation software

Free plan: No

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The record

Product: Trustate describes itself as an automated estate operations platform for planning, trust funding, probate, and estate administration.
Document drafting: The platform generates customizable estate planning documents and provides client intake forms and flowcharts.
Trust funding: Trustate automates funding forms and tasks, including deed preparation in all 50 states and asset retitling.
Asset searches: Trustate offers real-time asset and liability searches, including bank accounts, real estate, retirement accounts, outstanding bills, loans, and credit cards.
Probate administration: Trustate automates jurisdiction-specific court pleadings, petitions, and applications and supports discovering, closing, and transferring decedent accounts.
Workflow tools: The platform supports team and client collaboration, estate-specific workflows, and instant fiduciary accountings in an interactive estate balance sheet.
Integrations: The integrations page lists Clio, Decision Vault, Lawmatics, MyCase, Dropbox, Salesforce, Zapier, Xero, webhooks, and other platforms.
Security certification: Trustate says it has completed SOC 2 Type II examinations and received certification from an independent auditor.
Encryption and storage: Trustate states that stored data uses AES 256-bit encryption, transfers use TLS 1.2, and documents are held in ISO 27018-certified data centers.
Account security: Trustate requires multi-factor authentication for user accounts, including underlying clients, and does not allow account sharing.
Support and onboarding: The pricing FAQ says the implementation fee covers live support, onboarding, and training sessions for new firms.
Intended users: Trustate says it is built for trusts and estates professionals, from solo practitioners to large trust companies.
Web-based service: Trustate says its software is web-based and requires no installation.
Headquarters: Tampa, Florida, United States
Price from: $125/mo

Where it ranks on The Geeks Club

Best Legal Document Automation Software in 2026#17 of 31

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Sources

trustate.com/solutions· checked 5 Oct 2026
trustate.com/integrations· checked 5 Oct 2026
trustate.com/compliance-and-security· checked 5 Oct 2026
trustate.com/pricing· checked 5 Oct 2026
trustate.com/why-trustate· checked 5 Oct 2026
trustate.com/drafting· checked 5 Oct 2026
trustate.com· checked 28 Sept 2026