Forward-thinking practices are switching from legacy systems to
Estateably, here’s why:
Estateably’s cloud-based solution is accessible wherever you have an internet connection. No desktop installs and no hidden fees.
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.
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.
Thousands of professionals choose Estateably for their estate and trust matters
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.
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!
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.
A true end-to-end estate administration efficiency tool
Easily input or import information about the deceased and other important information to be reused throughout the matter
Manage beneficiaries and
co-executors, including bequests, entitlements, auto-filling charity registration numbers, addresses and more!
Generate accounting, inventory, task deadline reports, and more with just one click, saving hours of manual report preparation and formatting.
Never miss a deadline with customizable, jurisdiction-specific task lists with ad-hoc checklists to manage your work or delegate to your team.
Simplify how you log assets and liabilities and take advantage of automated holdings calculations for date-of-death prices, currency conversions and much more.
Instantly generate court-formatted forms and template letters from our library of over 1,000 probate forms and documents with a single click.
A full suite of estate accounting tools is available across all matters to manage distributions, automatically calculate compensation fees and more
Topo Enterprises
@Topo.ioAt Estateably, my experience has been truly remarkable! The personalized service, user-friendly platform, and expert guidance made estate planning effortless.
“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.”
“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.”
“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
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
“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.”
“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.”
“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
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
Estateably Inc. © 2024
Estateably Inc. © 2023
