Trustate, the leading end-to-end estate operations platform for legal and financial professionals, today announced the appointment of Zack Scott as Chief Technology Officer. A seasoned technology leader with deep expertise in AI, data integration, and enterprise-scale systems, Scott joins Trustate at a pivotal moment as the company expands beyond trusts and estates into broader legal and financial markets.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260818931376/en/

Zack Scott, CTO Trustate

Scott most recently served as Director of Product and Customer Integration at Edgility, where he played a key leadership role in scaling the company’s AI-powered healthcare technology platform. He was instrumental in Edgility’s successful acquisition by ABOUT Healthcare, a transaction that combined advanced predictive analytics with care orchestration infrastructure to create a powerful, enterprise-grade solution across the patient journey.

Prior to Edgility, Scott held leadership roles at IBM Watson Health, where he led strategic advisory and integration initiatives for healthcare systems, clinically integrated networks, and enterprise organizations. In this role, he helped design and implement large-scale data integration, governance, and AI-driven solutions, experience that directly aligns with Trustate’s mission to modernize fragmented, data-heavy workflows.

He later built on this foundation in senior product and innovation roles at University Hospitals and University Hospitals Ventures, where he drove analytics, innovation, and portfolio strategy across one of the nation’s leading healthcare systems.

“Trustate has reached an inflection point,” said Leah Del Percio, CEO and Co-Founder of Trustate. “We’ve built a platform trusted by thousands of firms and proven its impact by helping uncover billions in assets and liabilities. Zack has repeatedly demonstrated his ability to build, scale, and commercialize complex technology platforms, including helping lead a company through a successful acquisition. His experience makes him the ideal person to lead Trustate into its next era of innovation.”

Trustate has experienced rapid growth in recent years, helping legal and financial professionals uncover more than $3.32 billion in previously unknown assets and liabilities while also building advanced technology that allows professionals to draft and automate complex legal documents. With the recent launch of Foxhound by Trustate, its standalone asset and liability discovery platform, the company is expanding into adjacent markets including bankruptcy, divorce, and wealth management.

As CTO, Scott will lead Trustate’s engineering, product, and data strategy, with a focus on scalability, security, and continued innovation across its AI-powered platform.

“Zack brings exactly the kind of leadership we need at this stage,” said Tara Faquir, Co-Founder and COO of Trustate. “He has successfully operated at the intersection of AI, data, and complex system integration, from IBM Watson Health to helping lead a company through acquisition at Edgility. As we scale Trustate into a category-defining platform, his ability to translate technical complexity into real-world impact will be a major advantage.”

“Trustate is solving a massive, overlooked problem with real impact for professionals and the families they serve,” said Scott. “I’m excited to join a team that is not only building powerful technology, but fundamentally changing how critical legal and financial processes are handled. There is an enormous opportunity ahead.”

Scott’s appointment reflects Trustate’s continued investment in enterprise leadership as the company accelerates product development, expands into adjacent legal markets through Foxhound, and scales its platform for the next generation of legal technology.

About Trustate

Trustate is the only end-to-end platform designed to support legal and financial professionals across the full lifecycle of estate planning, trust funding, and post-death administration. With integrated asset and liability discovery, real-time balance sheets, and automated workflows, Trustate empowers professionals to deliver faster, more accurate, and more comprehensive service to their clients. Since 2020, Trustate has helped uncover billions in previously unknown assets and liabilities.