Montreal, Quebec, Canada — February 4, 2025 — Estateably, a leader in cloud-based trust and estate administration software, and Gordon’s Downsizing & Estate Services Limited Brokerage (“Gordon’s), an integrated real estate and transitions company, today announced a strategic partnership to inform estate administrators and executors about evolving best practices in fiduciary activities involving the physical assets. The two companies will collaborate on marketing and promotional activities to help estate industry professionals manage the complex process of estate settlement as it relates to the physical assets - leveraging the real estate commission to cover more than just the sale of the property such as certified appraisals for probate.
“Real estate is the most common and valuable asset in estate plans,” said Ari Brojde, CEO of Estateably. “In addition to the complexity of accounting for real estate assets, knowing how and when to start transitioning can be challenging. Our partnership with Gordon’s will give estate planning and administration professionals valuable insights and resources to streamline the transition process for positive outcomes.”
Over the next 25 years, Baby Boomers are expected to pass down an estimated $129 trillion in assets, including real estate, as part of the Great Wealth Transfer. As people live longer and prepare for the future when they may not be able to live in their existing homes, there will be a significant increase in downsizing and transitioning their properties. This is a complex process that requires accurate financial reporting. Estateably streamlines and simplifies accounting for real estate and other assets and liabilities, ensuring transparency, compliance, and accuracy.
"There are hundreds of moving pieces when it comes to estate settlement and downsizing of the real and personal property,” said Adam Gordon, President at Gordon’s. “Our partnership with Estateably will enable us to reach the thousands of estate administration professionals in their network and provide a better option to reduce risk, complexity, and cost for themselves and the estates they are managing as it relates to the real estate and personal property assets. This powerful collaboration combines Estateably’s innovative digital estate administration and accounting platform with Gordon’s leading downsizing and estate settlement solutions.”
Estateably is a leading cloud-based software enabling professionals to streamline their estate and trust administration practices. Professionals save time through the automation of probate forms and precedent letters, the ability to manage inventory and contacts with easy-to-use accounting and one-click reports. The award-winning software is used by over 1,000 firms and over 2,500 practitioners across Canada and the United States. Estateably is SOC2 Type II certified. The company has been voted the top estate and trust administration software by Canadian Lawyer Magazine and named an industry leader by American LegalTech and others. Learn more at www.estateably.com.
Since 1956, Gordon’s has specialized in serving the unique needs of people who are downsizing or settling an estate. Its services include real estate, probate appraisals, transition labour, and the project management of movers, shippers, property managers, sales of goods, maintenance and repair, and more to whatever extent a client wishes. If you are looking to reduce risk, complexity, and cost, Gordon’s is what you are looking for. Instead of working with a real estate agent, movers, auction houses, property managers, and more - all separately and at different costs/percentages - you can work with Gordon's as your sole service provider, with unlimited project management included in the typical real estate commission. To date, Gordon’s has helped thousands of families over six decades across Ontario.
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