NEW FEATURE ALERT ?? Introducing?Life Insurance?Quick Search on Trustate! You can now search popular life insurance carriers with just one click and get results in 24 hours—no more waiting days or weeks. Simplify trust & estate operations and save time with this powerful tool. Ready to see it in action? Book a demo: https://lnkd.in/eRMnTw_V #estateadministration #estateplanningattorney #estateplanninglawyer #trustsandestates
Trustate
科技、信息和网络
Tampa，Florida 2,121 位关注者
Automated estate operations & trust funding at the click of a button.
关于我们
Automated estate operations & trust funding in an easy-to-use platform. We take care of your estate operations, so you can focus on what matters most... your clients.
- 网站
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https://www.trustate.com
Trustate的外部链接
- 所属行业
- 科技、信息和网络
- 规模
- 2-10 人
- 总部
- Tampa，Florida
- 类型
- 私人持股
- 创立
- 2020
- 领域
- estate planning、estate administration、asset and liability discovery、automated estate operations、trust funding、legal tech、wealth tech和fin tech
地点
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主要
获取路线
US，Florida，Tampa
Trustate员工
动态
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THIS WEEK ??? Join our founder and CEO Leah Del Percio this Thursday on SproutEd as she discusses the intricate ethical dilemmas in estate administration and planning, where family dynamics and conflicting interests often collide. This session will offer practical strategies for navigating confidentiality, managing conflicts of interest, and fulfilling fiduciary duties. ?? And the best part is that Trustate subscribers will always get Trustate-produced CLEs on SproutEd for FREE -- it's as simple as opening up the left dashboard when you're logged into the Trustate app and clicking on "CLE Courses." ?? Not a Trustate subscriber yet? Get a taste of the benefits with this exclusive code for one 1-credit Trustate-produced CLE: TRYTRUSTATE https://lnkd.in/ee8ZwJrw #estateplanninglawyer #estateplanningattorney #trustsandestates #CLE #lawyersoflinkedin
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We're thrilled to welcome Griffin Bridgers to our panel of experts -- an exclusive perk offered to Trustate subscribers. You may recognize him from his engaging presentations on tax and estate planning topics or his 'State of Estates' YouTube channel and newsletter. Known for bridging the gap between introductory and advanced topics, Griffin is here to elevate Trustate subscribers' expertise, starting with his first 'Ask an Expert' session on the docket for December 5th. Please join us in welcoming Griffin! #TrustateExperts #trustsandestates #lawyersoflinkedin
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??? Trustate Subscribers, get ready for Paul's follow-up Office Hours -- TOMORROW at 2 pm ET. Register via the Trustate app or check your email. See you there! ?? Log in: https://app.trustate.com/
He's back! ?? Exclusive Access for Subscribers Only ?? T&E Expert, author, speaker, and advisor Paul Hood is back on Thursday for another round of 'What's on your desk?'. Subscribers, log into your account to register (or check your email) and don't forget to bring your burning questions for Paul. See you on Thursday! Log in: https://app.trustate.com #estateplanninglawyer #estateplanningattorney #lawyersoflinkedin #estateplanning #trustsandestates
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Join our founder and CEO, Leah Del Percio, TOMORROW for the FREE webinar - Planes, Trains and Cryptocurrency: Handling Atypical Assets in Estate Administration. In this discussion, Leah will discuss "atypical" assets and provide a framework and specific guidance on how to deal with them during an estate administration. Expect to get tips on creating better estate plans to avoid and minimize issues that tend to pop up after the client passes away. Grab your popcorn and see you tomorrow! ?? https://lnkd.in/eUg42x3U #cryptocurrency #atypicalassets #estateplanningattorneys #estateplanninglawyers #estateadministration #lawyersoflinkedin
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Trustate subscribers ?? there’s still time to register! This afternoon, TE Expert Paul Hood will not only cover what’s on your desk, but share some thoughts about the recent McDougall v. Comr. decision concerning the estate and gift tax consequences of a QTIP trust commutation and talk generally about the tax and non-tax consequences of trust. See you there! #trustsandestates #estateplanninglawyer #estateplanningattorney #lawyersoflinkedin
He's back! ?? Exclusive Access for Subscribers Only ?? T&E Expert, author, speaker, and advisor Paul Hood is back on Thursday for another round of 'What's on your desk?'. Subscribers, log into your account to register (or check your email) and don't forget to bring your burning questions for Paul. See you on Thursday! Log in: https://app.trustate.com #estateplanninglawyer #estateplanningattorney #lawyersoflinkedin #estateplanning #trustsandestates
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See you at lunch!
Are you looking to deepen your understanding of deed types in trust transfers? ?? Join our next?free?webinar, designed to provide essential insights on a topic that often confuses clients and practitioners alike, and find out how Trustate can help. Trustate founder and CEO Leah Del Percio will host the next installment of our Back to Basics series on Wednesday, November 6, at 1 pm ET. Don’t miss the chance to equip yourself with the knowledge and tools that streamline processes, helping you work smarter for your clients. https://lnkd.in/e-xiT8v2 #estateplanning #estateadministration #lawyersoflinkedin #deeds #trusts #trustsandestates
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Remember to make your voice heard. Voting is a powerful way to impact our communities and shape the future. ??? #ElectionDay2024
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?? We’re excited to share our brand-new?Trustate Events Calendar—your go-to spot for all upcoming Trustate webinars, trainings, and CLEs. Browse upcoming events and register to secure your spot, and if you miss a session, check out our archive of previously recorded webinars. ??? Stay connected, stay informed, and keep growing with Trustate: https://lnkd.in/e52z6Cci Here's a glance at our November programming: ?? Back to Basics: How to Draft Deeds into Trust ?? Trustate Subscriber Exclusive: What's on your desk? with TE Expert, Paul Hood ?? Trustate at the Movies: Planes, Trains, and Cryptocurrency ?? Trustate Subscriber Exclusive: Office Hours with TE Expert, Paul Hood ?? CLE: Ethical Conflicts in Estate Administration over at SproutEd (check out our calendar to see how to gain access for FREE) ??? Office Hour with our Director of Client Services
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He's back! ?? Exclusive Access for Subscribers Only ?? T&E Expert, author, speaker, and advisor Paul Hood is back on Thursday for another round of 'What's on your desk?'. Subscribers, log into your account to register (or check your email) and don't forget to bring your burning questions for Paul. See you on Thursday! Log in: https://app.trustate.com #estateplanninglawyer #estateplanningattorney #lawyersoflinkedin #estateplanning #trustsandestates
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