Automated estate and trust operations in an easy-to-use platform.
United States - Nationwide
Joined June 2020
- Tweets163
- Following118
- Followers72
- Likes94
Trustate retweeted
@Trustateco, 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.
🤢🤮🤢🤮 ✨💙🩵💙✨
😱 570 hrs 😱 🫶 assign 🫶
🤢 of estate 🤢 🥰 tasks to 🥰
😱admin work😱 🫶 trustate 🫶
🤢🤮🤢🤮 ✨💙🩵💙✨
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Trustate retweeted
Our portco @Trustateco launched a major new feature this week: Balance Sheets for estates. Big news for anyone managing an estate: finance.yahoo.com/news/trust…
Trustate retweeted
@Trustateco, a member company of Embarc Collective, has recently launched its new digital tool, The Estate Balance Sheet with Instant Accountings.
#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 🫶
Wow! Elmo is glad he asked! Elmo learned that it is important to ask a friend how they are doing. Elmo will check in again soon, friends! Elmo loves you.❤️ #EmotionalWellBeing
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Trustate retweeted
Read how this “accidental entrepreneur" sees her legal tech startup as a “Client Happiness Tool”: buff.ly/3Hryx5F @Trustateco
Trustate retweeted
Leah Del Percio, CEO and Founder of @Trustateco 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.
Trustate retweeted
Embarc Collective and @JATampaBay partnered to host the JA EmpowHER Meet and Mentor Summit! Young entrepreneurs heard from Tara Faquir, Co-Founder of @Trustateco and Embarc Collective member. Thanks to the women leaders for inspiring the next generation of leaders in our region.
Trust & Estates Professionals: Since subscribing to Trustate, we have more bandwidth to better serve our clients!
Us:
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Trustate retweeted
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 @Trustateco! Register now: loom.ly/QfL3ceQ
Trustate retweeted
Leah Del Percio, CEO at @Trustateco 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.
Trustate retweeted
Thanks to @leadershiptb for hosting Tech Day with @ReliaQuest and Embarc Collective! Embarc Collective members @enaia_cre @RareDropCo @Trustateco shared their startup journeys and how the community can help them scale.
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
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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
Congrats to Embarc Collective member company @Trustateco for launching its “All-in-One” automated estate operations & task automation platform! bit.ly/3XmD6Vy
One dashboard, all of your estates, exceptionally easy to use. Read all about it: prweb.com/releases/2022/11/p…
#EaseTheBurden of estate administration.
#legaltech #fintech #estateplanning #lawyersoftwitter #WealthManagement #financialplanning
Super exciting news and a game changer for #trusts & #estates professionals 🥳
#estateadministration #estateplanning #legaltech #fintech
Huge update from the @Trustateco team this week with the launch of their new all-in-one dashboard for #estate #administration.
share.vidyard.com/watch/CPBk…
