An SRA regulated law firm has secured investment from Aviva and Founders Factory to create a fixed fee, technology led probate probate solution.
Trustestate says it has launched a platform designed to ‘simplify and modernise the probate process in the UK’; harnessing technology and creating greater transparency for families in what is traditionally a ‘complex and opaque process.’
Borne out of personal experience and frustration founder and CEO Rish Sareen explains
“Trustestate was created to reduce stress caused by the current probate system and put families back in control when they need it most. By using technology and AI to automate routine tasks, our team can focus on what truly matters, which is providing clarity, achieving the best outcomes, and showing empathy during one of life’s most difficult experiences.”
Trustestate has secured backing from Aviva and Founders Factory and aims to provide a digitised solution for probate. Adds Sareen:
“The platform’s rapid adoption shows that a digitised solution addresses a genuine need with minimal friction. Customers who have used the platform rate their experience an average of 8.6 out of 10, with 81% accessing the platform on mobile at least once and 32% completing their entire probate journey exclusively on mobile. This reflects a clear shift toward digital, accessible, and user-friendly solutions, showing how technology is transforming the way families navigate loss.
Much of the technology development has been in streamlining ‘routine administrative tasks’ with early results suggesting as much as 80% of the workload could be more automated. This creates time for Trustestate staff to help guide bereaved families through probate; a ‘complex’ process long overdue for improvement said Trustestate
The firm offers a route for those who try to manage probate themselves, helping them through the ‘burdensome’ process often involving hundreds of hours spent dealing with banks, utility providers and government agencies, and repeatedly providing the same information to as many as 20 different organisations.
It also offers a way for firms to offer a more rounded solution to clients by providing an outsourced probate solution. Concludes Sareen:
“At the heart of Trustestate’s approach is a human-centred philosophy, an understanding that bereavement is deeply personal and that technology should enhance, not replace, compassionate human care. The team is truly committed to transparency, which is why Trustestate charges a fixed fee so that families know exactly what to expect. On average, this model helps families save over £3,000 in legal fees on a typical estate compared with traditional firms. Trustestate’s launch marks a major step toward a faster, fairer and more transparent probate process for families across the UK.”
