How does Estateably work?

The all-in-one administration platform

Input Information Once

Estateably makes it easy to input information about your client, related contacts, charities, inventory assets and liabilities.

Input information once

Estateably makes it easy to input information about your client, related contacts, charities, inventory assets and liabilities.

Document automation

Instantly generate court-formatted probate forms and template letters from our library of over 1,000 documents with a single click.

Comprehensive reporting

From court-formatted accounting reports to task deadline summaries, save hours of manual report preparation and generation with built-in, one-click formal and informal reports in Estateably.

Task management

Customizable task lists are generated for every file to keep track of deadlines, assign tasks to your team, create to-do lists and much more!

Easy-to-use accounting

A full suite of fiduciary accounting tools is available across all matters to manage distributions, automatically calculate compensation fees and more!

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Award-Winning Administration Software

All Your Administration Needs - In One Place

Why firms of all sizes use Estateably to power their practice

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Automation

Estateably provides valuable automation functionality throughout a matter’s administration. From auto-calculated stock prices and currency conversions to generating any of the 1,000+ probate forms and letters with one click, making you more efficient is our goal.

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Collaboration

Bring your work online with collaboration powered by the cloud. No matter if you are a team of 2 or 100+ - access your files, manage your team and their tasks, stay on top of deadlines and work from anywhere, all in one platform.

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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.

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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.

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Clients Love Estateably

We pride ourselves on happy customers, see what they have to say!

Adam Lewis

Topo Enterprises

At Estateably, my experience has been truly remarkable! The personalized service, user-friendly platform, and expert guidance made estate planning effortless.

5.0

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.”

5.0

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.”

5.0

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

5.0

Susan Davies

Davies Spina Falquez LLP

Ontario, Canada

“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”

5.0