Celebrating Excellence in Trust & Estate: The Estateably Awards

Honouring the Best

The Estateably Awards recognize outstanding professionals and firms who have made significant contributions to the trust and estate industry. This year, we are proud to showcase five exceptional winners who have demonstrated innovation, excellence in client service, and outstanding contributions to the field.

Our Distinguished Winners

Innovators in Trust and Estate

Patrick Mize - Harrison LLP (USA)
Colleen Peffers & Jennifer Williams - Peffers Law (Canada)

These winners have shown remarkable adoption of new technologies, deploying advanced solutions that enhance service delivery and improve administration efficiency.

Excellence in Client Service

Bernadine Shaw - WeirFoulds LLP (Canada)
Tracy McIntosh - Virtual Law Clerk (Canada)

Our client service champions have demonstrated exceptional responsiveness, garnered positive client feedback, and excelled in customizing services to meet unique client needs.

Outstanding Contribution to the Trust and Estate Industry

Roberto Guerra - Devry Smith Frank LLP (Canada)

This winner has shown exemplary thought leadership, active industry participation, and made significant contributions to professional education and training in the trust and estate sector.

Features

Form Automation

1

Estateably ensures seamless form completion with instant updates, minimizing delays.

Task Management

2

Stay organized with Estateably's robust task lists, reminders, and collaboration features.

Beneficiary Management

3

Effortlessly manage beneficiaries with automated inputs and address lookups.

Inventory Automation

4

Streamline inventory management with automated calculations and lookups.

Estate Accounting

5

Automate accounting tasks and save hours with Estateably's PDF extraction feature.

Collaboration

6

Enjoy seamless collaboration with cloud-based accessibility, accessible from any device.

Why These Awards Matter

The Estateably Awards highlight the importance of innovation, client-centric approaches, and industry advancement in trust and estate accounting and administration. By recognizing these outstanding professionals, we aim to inspire excellence across the industry and promote best practices that benefit clients and practitioners alike.

Join Us in Celebration

We invite you to join us in celebrating these exceptional professionals who are shaping the future of trust and estate accounting and administration. Their dedication, innovation, and commitment to excellence inspire us all.

Learn More
Explore our winners' profiles to learn more about their achievements. Let their stories inspire you to push the boundaries of excellence in your practice.

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