Modern Estate and Trust Administration Software for Professionals
Saving professionals hours in repetitive estate and trust administration tasks.
Saving professionals hours in repetitive estate and trust administration tasks.
We help professionals streamline estate and trust administration by automatically filling court forms and precedent letters–simplifying accounting, inventory tracking, and report generation.
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Estate and trust administration has long been a labor-intensive, repetitive, manual and paper-based process.
If any, estate and trust professionals have access to limited tools to support and digitize their practices.
Limited collaboration between internal participants and with external parties further slows down an inefficient process.
Input information once to generate jurisdiction-specific court forms and precedent letters.
Customizable probate and trust administration tasks and reminders to organize the work you need to get done.
Generate any estate or trust report with one click.
Estate administration in the cloud enables practice-wide 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 even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive to our needs.
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Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.
