Estateably's Changelog

The executor data collection game-changer.

Estate professionals can now send secure intake forms directly to executors via email with password protection, allowing executors to submit all deceased information, beneficiaries, executors, assets, and liabilities through a guided web interface that imports directly into Estateably. Eliminates manual data entry, reduces back-and-forth communication, and gives executors a self-paced submission experience - because nobody enjoys playing phone tag about asset details.

Your data just got even safer.

Estateably now meets rigorous PCI compliance standards for payment card data protection, joining our existing SOC 2 Type II compliance and advanced encryption to create industry-leading security protocols. Reinforces our commitment to safeguarding sensitive financial information across all fiduciary accounting and trust administration workflows - because your estate data deserves better protection than most people's secret cookie recipes.

We leveled up our security game.

Estateably now meets SOC 2 Type II standards for security, availability, processing integrity, confidentiality, and privacy, building on our earlier Type I certification to demonstrate consistent, auditable security programs. Provides comprehensive protection for highly sensitive estate and trust data through rigorous third-party validation - because your fiduciary information deserves more security than a teenager's diary with a flimsy lock.