Estate Accounting and Administration Software for Professionals
Probate form and document automation, easy-to-use estate accounting and comprehensive one-click reporting.
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Estateably is the modern platform for estate and trust professionals
Forward-thinking practices are switching from legacy systems to Estateably, here’s why:
Access your files from anywhere
Estateably’s cloud-based solution is accessible wherever you have an internet connection. No desktop installs and no hidden fees.
Collaborate with your team
Whether you are a team of 2 or 100, Estateably was built with collaboration in mind. Stay on top of deadlines, share progress reports and assign tasks internally to remain organized and efficient.
Innovative software
Take advantage of Estateably’s continuous upkeep and maintenance of probate forms and new features, including AI-powered financial statement parsing, to save you time for what matters most.
1,000+ firms trust Estateably
Thousands of professionals choose Estateably for their estate and trust matters
Security
We understand the security and privacy of all estate-related information. Estateably is proud to maintain SOC 2 Type II compliance with data residency where your firm practices.
Integrations
Estateably is built to integrate with the tools you use every day. We’re constantly adding new integrations to our library - contact us to learn more!
Support
Our team is here to help! From onboarding to general questions and added customizations, reach out to us to ensure you get the most out of Estateably.
How Estateably helps professionals save hours of repetitive work
A true end-to-end estate administration efficiency tool
Input-once
Intake
Estateably makes it easy to input information about your client, related contacts, charities, inventory assets and liabilities.
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Contact
Management
Manage beneficiaries and co-executors, including bequests, entitlements, auto-filling charity registration numbers, addresses and more!
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Comprehensive
Reporting
Generate accounting, inventory, task deadline reports, and more with just one click, saving hours of manual report preparation and formatting.
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Task
List
Never miss a deadline with customizable, jurisdiction-specific task lists with ad-hoc checklists to manage your work or delegate to your team.
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Inventory
Management
Simplify how you log assets and liabilities and take advantage of automated holdings calculations for date-of-death prices, currency conversions and much more.
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Document
Automation
Instantly generate court-formatted forms and template letters from our library of over 1,000 probate forms and documents with a single click.
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Estate
Accounting
A full suite of estate accounting tools is available across all matters to manage distributions, automatically calculate compensation fees and more
We pride ourselves on happy customers, see what they have to say!
Susan Davies
Davies Spina Falquez LLP
Ontario, Canada
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
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Jordan M. Atin
Certified Specialists (Estates & Trusts Law), Counsel to Hull & Hull LLP
Ontario, Canada
“I use Estateably for all of my estate administration files. It is modern and efficient, and my staff loves it! It is head and shoulders above the competition.”
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Angela Casey
Partner, Casey & Moss LLP
Ontario, Canada
“Estateably enables our firm to work seamlessly with even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive
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Nithila Murugadas
Partner, NIKA Law LLP
Ontario, Canada
“Estateably’s features are intuitive and they continue to optimize for a better customer experience. One of their greatest draws is that their team is always available, helpful and resourceful in providing solutions to any problems.”
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