How to set up the integration between Trustate and DecisionVault?

How to connect your Trustate account

You can authenticate with Trustate by going to Settings→ Integrations→ Draft Platforms. The button will redirect you to the Trustate application, where you can provide permission to connect with DecisionVault.

General Categories

To ensure financial assets appear under the correct asset type in Trustate, you must set the General Category for each financial category in DecisionVault. Navigate to Settings → Customization → (Open Questionnaire) → Financial tab → Customize. Then, for each financial category click on Settings.

Then select the correct "General Category" for that financial category:

How to run the sync

To run a sync, open the matter details screen and click on Integrations, then select Trustate from the dropdown.

Once inside the sync screen, review the details and click Create matter to begin the process. This action will create a new "global import" in Trustate.

After the sync completes, you will see a Sync Complete confirmation along with a link to the synced matter in Trustate.

From your Trustate dashboard you will be able to finish setting up the import. On the import screen, review the matter and click Continue to proceed.

You will then be prompted to enter an Estate Number. Enter the reference number and click Next.

On the following step, you can upload identification documents if they are available. If not, select "I don’t have their ID" and click Go To Estate Dashboard.

Once completed:

• All contacts from the DecisionVault matter will be available under the Contacts tab.

• All Assets and Liabilities entries will be available under the Balance Sheet tab.

This completes the import process, and you can continue working the matter directly in Trustate.