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Our workforce is completely remote, allowing us to help you anywhere in the United States.
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Combining human empathy with automation to ease the burden of estate administration.

Trustate provides trained concierges to deliver expert service with sensitivity. By automating the manual tasks of settling an estate, we help save you time and money.

Booklets with a woman and children on the cover

No one is ever fully prepared for losing a loved one and what’s to follow.
Our 20 page comprehensive resource, What to do when someone dies, will help you understand where to start.

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What We Do

Collection of financial assets

Asset and Expense Guidance

We locate and consolidate all assets, notify and negotiate with creditors and prioritize and pay off expenses.

Box of complied records with calculator

Record Keeping

We provide thorough and reliable bookkeeping to you, the beneficiaries, the courts or your accountant.

Receipt with checklist and credit card

Closing of Accounts

We do all of the work to close out your loved one’s accounts, utilities, credit cards, services and subscriptions.

Estate with sold sign

Property Sales

We coordinate the cleaning, appraisal and sale of property to ensure it is sold quickly at the best price.

Agent communicating with beneficiaries

Beneficiary Communication

We communicate with beneficiaries and family members to keep things smooth and minimize disputes.

mail collection next to mailbox

Mail Management

We collect and manage all mail throughout this process.

Create an account in just a few steps.

Get Started

Let Trustate settle your estate.

We offer an affordable alternative to traditional estate administration. We ease the time, cost and emotional burden of settling your loved one's estate.

For IndividualsFor Businesses

We handle estates of all sizes, at any stage of the settlement process.

Estate administration can feel overwhelming. We’re here handle the hard work for you, so you can cope with your loss.

Expert representatives

Expert Guidance

Our Estate Concierges have decades of experience providing solutions tailored to each executor.
Time savings

Efficiency

Our automated process saves the average executor hundreds of hours compared to traditional services.
Wallet with cash

Cost Savings

Our fixed and transparent pricing means no hourly rates, surprise fees, or out-of-pocket costs.
heart over hand reaching out

Care

Serving as executor is a difficult and emotional process. Our Estate Concierges are here to guide you every step of the way.
person working in a remote location

Remote Workforce

Our team is completely remote, allowing us to serve clients anywhere in the United States.

Confidentiality

Our client portal is HIPAA-compliant. Your information is safe with us.

The Trustate Difference

We do this for our clients.

Tia

New Jersey

"Estate management can seem complex but working with Trustate simplified so many things.  Grief alone made me feel like I was in the driver's seat of a car with no gas in the tank nor direction. Trustate helped to provide direction and fuel for the ride.”

Keith

New York

"Trustate seamlessly took over the process midway through and handled the rest of the administration on my behalf. They were professional, thorough, affordable, and most importantly, understanding of my situation. The assistance Trustate provided in helping me through what was an emotional rollercoaster was worth its weight in gold."

Our Process

Full Estate Administration Services

customer support representative chatting
An experienced Estate Concierge will call you to conduct a free intake and provide an estimate of the work that needs to be done.
map with path from start to finish
You will receive a roadmap of initial tasks and information needed for a successful administration.
Organized stack of papers
We do the rest. No matter how simple or complex the estate, you can trust that our team is equipped to handle your individual needs.
Magnifying glass with check mark
Our services include transparent, upfront pricing with no hourly fees or surprises.
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