Manage trust and estate administration work with intelligent automation.
Estateably gives you the precision, efficiency, and transparency required in your practice. And, it gives you the adaptability to manage all kinds of estate and trusts.
Trusted by firms who've seen it all
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What is the problem we solve?
We automate operational bottlenecks in estate and trust administration.
Estateably's AI-driven automation handles the workflow slowdowns and administrative burdens that eat up your time; document management, compliance tracking, client communications, and those endless manual processes that keep you from doing what you are actually trained for.
Stop drowning in busywork, ease compliance stress, reduce time-drains.
Why we built it.
A short message from our co-founder.
Who do we solve it for?
Estateably helps professionals who want to focus on their expertise, not endless manual work.
Estate and Trust Attorneys
managing all kinds of trusts and probate cases across multiple jurisdictions.
Trust Officers at Institutional Trust Departments, Banks, & Trust Companies
handling fiduciary administration with strict compliance requirements.
CPAs
specializing in estate and trust tax who prepare fiduciary returns.
Family Office Professionals & Private Fiduciaries
managing multi-generational wealth structures.
Solo & Small-Firm Attorneys
handling active cases without dedicated back-office support.
We've got you covered across North America.
Multi-Jurisdiction Coverage & Availability
Jurisdiction-Specific Forms
One-click generation of location-specific court documents
Growing US Presence
Active in key states including New York, California, Florida, North Carolina and Massachusetts
Multi-State Workflow
Cloud-based collaboration for cross-border estate matters
Complete Canadian Coverage
Probate forms across all Canadian provinces and territories
Always Current
Real-time form updates from courts and regulatory bodies
Cross-Border Compliant
SOC 2 Type II certified with local data residency requirements
Expanding Nationwide
Dedicated US expansion - driving coast-to-coast growth
The numbers don't lie.
Trusted by thousands, built for you.
3,000+
Court-approved forms across U.S. and Canadian jurisdictions
5,000+
professionals trust Estateably as their administration and accounting software of choice
1,000+
firms across North America rely on Estateably for their administration and accounting processes
99.9%
Uptime (more reliable than most heirs)
550,000+
Probate documents generated
Products
Complete Trust and Estate Administration and Accounting Platform
Estate Administration
End-to-end probate management with document and workflow automation
Import AI
Bank and Investment statement information processing with AI
Notice to Creditors
Court-ready accountings with automated calculations and reporting
Power of Attorney
Automated PoA administration - forms, accounting and report generation
Vault
Secure planning document storage and organization
Fiduciary Accounting
Compliant online and newspaper notice publishing with affidavits
Don't just take our word for it.
Hear what our users have to say about their experience with Estateably.
Estateably definitely plays nicely with others.
Integrate with the tools you already use, because learning new software shouldn't require a law degree.
Our Blog
Community is key
We’re building a network of partners to directly grow and scale your practice.
Find us in the wild
Catch us at upcoming conferences and events.
What's New in Estateably? | 2025 Webinar
What's New in Estateably? | 2025 Webinar
Estateably at ClioCon 2025
Estateably at ClioCon 2025
CBABC Wills & Trusts Conference 2025
CBABC Wills & Trusts Conference 2025
Ready to make trust and estate administration less administrative?
Join thousands of legal and financial professionals who've discovered that trust estate work can be more efficient and more accurate. Your future self (and your weekends) will thank you.
