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Trustate

Trust & estate planning, funding, and asset search in one platform.

Available in the United States

Get a Clio product walkthrough. Request a demo.

Starting at $169 per month USD

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Key benefits for your firm

Start estate matters without retyping a thing
Import your Clio Manage matters and contacts into Trustate in one click, so every estate matter starts with clean, complete client data. No more copying names, emails, and phone numbers between systems.
Draft estate plans in minutes, not hours
Generate wills, trusts, and 10,000+ expertly crafted, customizable planning documents in an instant. Spend your time counseling clients instead of assembling paperwork.
Find missing assets and fund trusts
Run 50+ financial searches to uncover accounts, property, and liabilities, request deeds, beneficiary change forms, and retitling paperwork nationwide. Close planning and administration matters faster with everything in one platform.

Import your Clio Manage matters and contacts into Trustate in one click

Connect your Clio Manage account from Trustate’s Account settings > Integrations using secure OAuth authorization. Once connected, click Import and your Clio matters are added to your Trustate account.
- Associated contacts copy over automatically and are assigned to the correct matter.
- Client details such as names, emails, and phone numbers prefill your Trustate records. – Start drafting documents, running asset searches, and funding trusts immediately, with no duplicate data entry.