Streamlining Estate Administration: Insights from Trustate's Tara Faquir, Episode #69

Today's guest on the Mitlin Money Mindset™ is Tara Faquir, co-founder, and COO of Trustate. Tara has spent the past decade working at a variety of companies from Fortune 500's to billion-dollar startups. She brings to Trustate, a deep understanding of sales, operations, and team management, along with a passion for learning and entrepreneurship. 

Losing a loved one is overwhelming and Trustate was founded to help navigate these challenging times by providing comprehensive, transparent, and affordable estate administration services. Tara is driven by Trustate's mission as she has personally experienced two estate administrations within a 12 month period. She says the stress and anxiety of settling an estate is felt by the entire family and it's the reason Trustate was founded. To help people administer estates quickly, efficiently, and correctly. 

Listen in and hear Tara's journey to founding a company that will help countless people and how her own personal experiences helped her see and uncover the need. 

You will want to hear this episode if you are interested in...

• Tara's path to co-founding Trustate [2:50]
• What is Trustate? [4:19]
• Working in conjunction with the financial and legal team [6:58]
• How Trustate helps clients [14:15]
• Complications that Tara sees [17:10]
• Estate planning vs estate prepping [19:36]
• What size estate is Trustate best suited to assist? [23:59]
• Launching a company during a pandemic [28:14]
• What Tara did today that put her in the right mindset for success? [32:01]

Connect with Tara Faquir

• The website
• On Instagram
• On Twitter
• On Linkedin
• On Facebook

Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.

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