Trustate
Trustate is a Tampa-based SaaS platform that automates estate administration, document drafting, trust funding, and asset/liability discovery for attorneys, trust companies, wealth managers, and individual executors.
- Company typePrivate
- Founded2020
- HeadquartersTampa, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Trustate does
Trustate is an estate settlement technology company founded in 2020 and headquartered in Tampa, Florida. It operates a cloud-based SaaS platform that bundles four core workflow modules — Estate Planning Docs, Trust Funding, Automated Estate Operations, and Discovery Tools (asset and liability searches) — and is preparing to add Foxhound by Trustate, a separate product line announced for June 2026 that delivers verified, real-time asset and liability intelligence through data partnerships with major financial institutions. The company serves four distinct customer segments — Attorneys (primary), Trust Companies, Individual Executors, and Wealth Managers — and runs a hybrid go-to-market combining a self-serve consumer onboarding path with a sales-assisted enterprise motion featuring segment-specific landing pages and demo requests. Revenue is generated through SaaS subscriptions, with pricing not publicly disclosed. The company is privately held, co-founded by Leah Del Percio (President and CEO) and Tara Faquir (Co-Founder and COO), holds SOC 1 certification, and was recognized in Inc.'s 2026 Female Founders 500 list.
Trustate firmographics
Firmographics- Name
- Trustate
- Legal name
- Trustate
- Website
- https://trustate.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Trustate is a Tampa-based SaaS platform that automates estate administration, document drafting, trust funding, and asset/liability discovery for attorneys, trust companies, wealth managers, and individual executors.
- Ownership category
- akta.pro rank
Trustate industry classification
Industry- Product category
- Estate Administration Software
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Trust Administration & Fiduciary Accounting Services (FSAAANAF)
- akta.pro secondary industries
- Personal & Family Trust Services (FSAAANAA), Personal Trust & Fiduciary Administration (FSAEAKAA), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
Keywords
Where Trustate is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Trustate business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Platform Subscription: Trustate operates as a SaaS platform for estate administration, offering software tools for attorneys, trust companies, and individual executors to manage estates. The platform appears to use a subscription model based on the services offered including estate planning docs, trust funding, automated estate operations, and discovery tools.
Go-to-market motion3 records
Distribution channels2 records
Marketing channels4 records
Trustate product offering
Product offeringCore offering
Trustate provides a cloud-based estate administration and trust funding automation platform for trust and estate attorneys, trust companies, and individual executors. The platform combines document drafting, trust funding delegation, automated estate operations, and asset/liability discovery tools. Its Foxhound product delivers verified, real-time asset and liability intelligence through data partnerships with major financial institutions.
Product overview
Trustate is an estate settlement technology platform offering a unified product portfolio consisting of core features: Estate Planning Docs for drafting documents, Trust Funding for delegating trust tasks, Automated Estate Operations for estate administration, Discovery Tools for asset and liability searches, and Foxhound (upcoming) for verified real-time asset and liability intelligence. The platform serves attorneys, trust companies, executors, and wealth managers with integrated solutions for trust and estate administration.
Differentiator
Problem solved
Functional benefit
Brands
- Foxhound by Trustate: The world's first platform to deliver verified, real-time asset and liability intelligence to legal and financial professionals, providing comprehensive financial data including bank accounts, investment accounts, retirement accounts, and liabilities with a single search.
Products and services
- Estate Planning Docs Software tool that allows users to draft expertly created estate planning documents in minutes. Designed for trust and estate attorneys and individual executors.
- Trust Funding Service-enabled software that enables delegation and automation of trust funding tasks, allowing users to assign individual tasks to Trustate experts. Targets attorneys managing estates of any size.
- Automated Estate Operations Estate administration automation platform that seamlessly integrates automated estate administration into business operations, enabling management of estates of any size for attorneys and trust companies.
- Discovery Tools Asset and liability search capabilities to identify the assets, liabilities and other important details of any estate being administered.
- Foxhound by Trustate Platform delivering verified, real-time asset and liability intelligence to legal and financial professionals. Provides comprehensive financial data including bank accounts, investment accounts, retirement accounts, and liabilities through data partnerships with major financial institutions.
Companies that use Trustate
Customer profileSegments4 records
Ideal customer profiles4 records
Trustate technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Trustate partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Major Financial Institutions (Data Partners)coreFoxhound by Trustate leverages data partnerships with major financial institutions to provide comprehensive financial data including bank accounts, investment accounts, retirement accounts, and liabilities with a single search. This integration enables verified, real-time asset and liability intelligence.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Trustate competitors and assessment
Company assessmentDirect peers
- Trust & Will: Online estate planning and trust services platform serving consumers and advisors with wills, trusts, and related documents. Direct overlap with Trustate's trust funding and estate planning docs offering, although Trust & Will leans more consumer while Trustate is also enterprise-focused.
- FreeWill: Estate planning platform that helps individuals create wills and charitable giving documents, with a growing B2B motion serving financial advisors and institutions. Comparable to Trustate's consumer self-serve flows and its vertical focus on estate-related workflows.
- Wealth.com: Estate planning software for financial advisors and wealth management firms, providing planning, document, and CRM tools. Comparable to Trustate's wealth manager segment and overlapping estate planning functionality.
- Vanilla: Estate planning software platform for financial advisors and accountants, offering diagrams, documents, and client-facing tools. Comparable to Trustate's estate planning docs and advisor/wealth-manager workflow.
- WealthCounsel: Long-standing estate planning software and document drafting system for attorneys, with a member network of estate lawyers. Directly comparable to Trustate for Attorneys on document drafting and trust/estate workflows.
- Gentreo: Online estate planning platform focused on wills, healthcare directives, and trusts, with both consumer and professional channels. Comparable in targeting individual executors and offering automated estate planning documents.
Broad incumbents
- LegalZoom: Broad online legal services platform that includes wills, trusts, and probate-related offerings for consumers and small businesses. A larger incumbent in adjacent estate planning products, though not specialized in attorney-grade estate administration like Trustate.
- Smokeball: Legal practice management software used by small and mid-sized law firms, including trust and estate practices. Adjacent because its automation and matter management overlap with Trustate's automated estate operations for attorneys.
- Clio: Leading cloud-based legal practice management platform with case management, billing, and document automation. Broad incumbent serving many of the same law firms that Trustate targets with its estate administration tools.
Emerging players
- Cake: End-of-life planning platform for consumers covering wills, funeral planning, and posthumous accounts. Comparable to Trustate's consumer-facing estate and executor workflow, though more focused on pre-death planning than post-death administration.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Trustate social profiles
Digital presenceTrustate compliance and trust
Trust signalCompliance1 record
Trustate financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trustate leadership team
Management profileNumber of profiles
Profiles2 records
Trustate funding detail
Funding detailFunding overview
Funding rounds2 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trustate M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trustate
What does Trustate do?
Trustate provides a cloud-based estate administration and trust funding automation platform for trust and estate attorneys, trust companies, and individual executors. The platform combines document drafting, trust funding delegation, automated estate operations, and asset/liability discovery tools. Its Foxhound product delivers verified, real-time asset and liability intelligence through data partnerships with major financial institutions.
Is Trustate a public or private company?
Trustate is a private company. It is classified as venture growth investor backed and is currently operating.
When was Trustate founded?
Trustate was founded in 2020. It employs 11 to 50 people.
Where is Trustate based?
Trustate is headquartered in Tampa, United States, in the North America region.
How does Trustate make money?
One revenue line is on record: software Platform Subscription.
Who are Trustate's main competitors?
Direct peers on record are Trust & Will, FreeWill, Wealth.com, Vanilla, WealthCounsel and Gentreo. Broad incumbents are LegalZoom, Smokeball and Clio. Cake is listed as an emerging player.
Does Trustate have an API?
No public API is recorded for Trustate.
What industry is Trustate in?
Trustate's product category is Estate Administration Software. Its primary akta.pro industry code is FSAAANAF, Trust Administration & Fiduciary Accounting Services, with a secondary code of FSAAANAA, Personal & Family Trust Services. Its NAICS code is 523991 and its SIC code is 6282.