Spooky season, indeed! 👻 #trusts #estates #lawyers #WealthManagement #financialplanning

Super exciting news and a game changer for #trusts & #estates professionals 🥳 #estateadministration #estateplanning #legaltech #fintech

One dashboard, all of your estates, exceptionally easy to use. Read all about it: prweb.com/releases/2022/… #EaseTheBurden of estate administration. #legaltech #fintech #estateplanning #lawyersoftwitter #WealthManagement #financialplanning

This is a BIG release and game-changer for trusts & estates professionals. 🥳 Proud to be part of the #tampatech community who is so supportive every step of the way! #legaltech #fintech #estateplanning #estateadministration

Be sure to say hi to our cofounders at booth 229 this week and find out how Trustate can streamline estate administration and trust funding for your practice. Look for the donut wall 🍩 #heckerling2023

Thanks to Leadership Tampa Bay for hosting Tech Day with ReliaQuest and Embarc Collective! Embarc Collective members Enaia Rare Drop Trustate shared their startup journeys and how the community can help them scale.

Leah Del Percio, CEO at Trustate and member of Embarc Collective, shares her why behind building an automated estate operations platform on the Presentation Hell Podcast led by JamesOntra, co-founder of Shufflrr and Embarc Collective member.

As clients diversify their investments, it's important to know how to handle an estate administration when faced with atypical assets. Learn more about this topic during our CLE webinar on Aug. 17 featuring Tara Faquir of Trustate! Register now: loom.ly/QfL3ceQ

Our job is automated estate administration and trust funding. #legaltech #fintech #wealthtech

Trust & Estates Professionals: Since subscribing to Trustate, we have more bandwidth to better serve our clients! Us:

Embarc Collective and Junior Achievement of Tampa Bay partnered to host the JA EmpowHER Meet and Mentor Summit! Young entrepreneurs heard from Tara Faquir, Co-Founder of Trustate and Embarc Collective member. Thanks to the women leaders for inspiring the next generation of leaders in our region.

Let's do this, 2024⭐

Leah Del Percio, CEO and Founder of Trustate and member of Embarc Collective, shares how encountering inefficiencies in trust and estate planning led her to create a platform that streamlines many moving parts associated with creating an estate plan.

Read how this “accidental entrepreneur" sees her legal tech startup as a “Client Happiness Tool”: buff.ly/3Hryx5F Trustate

#TrustsAndEstates Professionals hack to increase bandwidth to make yourself available to support your clients' #EmotionalWellBeing when they need it most: Assign estate & trust administrative tasks to Trustate so you can focus on what matters most... your clients 🫶

Trustate, a member company of Embarc Collective, has recently launched its new digital tool, The Estate Balance Sheet with Instant Accountings.

Our portco Trustate launched a major new feature this week: Balance Sheets for estates. Big news for anyone managing an estate: finance.yahoo.com/news/trustate-…

CLOSING AN ESTATE SHOULD NOT TAKE YEARS AND CREATE MORE FINANCIAL HARDSHIPS FOR FAMILIES

🤢🤮🤢🤮 ✨💙🩵💙✨ 😱 570 hrs 😱 🫶 assign 🫶 🤢 of estate 🤢 🥰 tasks to 🥰 😱admin work😱 🫶 trustate 🫶 🤢🤮🤢🤮 ✨💙🩵💙✨

Trustate, a member company of Embarc Collective, has announced the launch of its no-code integration with Zapier, enabling data synchronization and end-to-end security for estate administration tasks.