Trustate, the leading provider of innovative estate management solutions dedicated to simplifying the complexities of trust and estate planning and administration, is thrilled to announce the launch of its integration with Zapier. This new integration empowers users to automate and streamline their trusts and estate administration tasks by connecting Trustate’s comprehensive platform with over 7,000 apps available on Zapier.
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Photo credit: Trustate
Enhancing Efficiency in Estate Administration
Trustate's mission has always been to simplify the complex process of trusts and estate administration for professionals. With this integration, Trustate takes a significant step forward in enhancing operational efficiency and user convenience. The integration allows users to funnel existing estate data from their current practice management and CRM systems into Trustate’s secure platform.
Key Features of the Integration:
Data Synchronization: Seamlessly sync data between Trustate and users’ preferred existing system, ensuring information is always up-to-date and consistent across platforms. Syncing data allows users to eliminate errors that often occur due to the duplicity of typing estate information.
No-Code Integration: Designed with ease of use in mind, the integration requires no coding skills. Users can set up their Zaps quickly and intuitively through the Zapier interface.
End-to-end Security: This integration means a more secure way of transmitting data between platforms. Both Trustate and Zapier hold independent third-party auditor certifications with the AICPA’s SOC program and are SOC 2 Type II compliant.
“We are excited to offer our users the ability to connect Trustate with the multitude of apps available on Zapier. This integration represents a significant enhancement in how our users can manage their estate administration processes, making it easier to handle tasks that were once time-consuming and complex,” said Leah Del Percio, CEO of Trustate.
Availability
The Trustate Zapier integration is available now and can be accessed directly through the Zapier marketplace.
About Trustate
Trustate is a leading provider of innovative estate management solutions, dedicated to simplifying the complexities of trust and estate planning and administration. With a focus on leveraging technology to empower professionals, Trustate offers user-friendly tools to streamline asset organization, distribution planning, and collaborative estate management.
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Contacts
Media Contact:
Tara Faquir
press@trustate.com
