Trustate automates and streamlines every step of the trust and estate lifecycle, from planning through funding and administration. On average, firms using Trustate add $62,196 to their bottom line each year through cost savings and new revenue opportunities.
| Website | http://www.trustate.com |
| Employees | 16 (13 on RocketReach) |
| Founded | 2020 |
| Industry | Technology, Information and Internet |
| Keywords | Estate Operations, Trust Services, Fiduciary Services, Trust Administration, Estate Technology, Trust Accounting, Wealth Management Technology, Estate Planning Software, Trust Accounting Software, Estate Management Software, Estate Administration Software |
| Competitors | LegalZoom, Trust & Will, Nolo, Caring.com, Everplans, Passare, My Life and Wishes, Lifescript, Net Lawman, Vishnu confectionery +10 more (view full list) |
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Trustate Questions
Leah del Percio is the President and CEO of Trustate.
13 people are employed at Trustate.
Top Trustate Employees
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Leah del Percio
President and CEO at Trustate
Tampa, FL, US23 -
Tara Faquir
CO-Founder and COO at Trustate at Trustate
Atlanta, GA, US22 -
Brandon Cameron
Account Executive at Trustate
Cincinnati, OH, US13 -
Kyle Gunst
Project Manager - Ops and Engineering at Trustate
Kirkland, WA, US33 -
Jonathan Rowan
Marketing Analyst at Trustate
Riverview, FL, US2 -
Jenna S.
Director of Client Services at Trustate
New York, NY, US31 -
Rodrigo Arellano
Fullstack Developer Front End Oriented at Trustate
Tlalnepantla de Baz, Méx., MX -
Michael Insdorf
Sales Executive at Trustate
New York, NY, US12 -
Veronika Bazhenova
Legal Extern at Trustate
United States -
Mustafa Mannan
AI Engineering Intern at Trustate
Tampa, FL, US
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