Estate, Trust & Guardianship Administration Software
for Professionals
Automate form and letter generation, with easy-to-use accounting and one-click reporting to digitize and power your practice.
Automate form and letter generation, with easy-to-use accounting and one-click reporting to digitize and power your practice.
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Estateably's product suite is built to save professionals valuable time
Estateably digitizes and automates court form filling, letter generation and all estate-related inputs, all in one place. Generate compliance or beneficiary reports in seconds!
Simplify the way you manage trust accounts. Document minutes, log distribution requests and easily generate federal forms & compliance reports with one click.
Streamline guardianship administration by automating forms, centralize accounting and take advantage of automated PDF transaction extraction.
Why thousands of professionals make the switch:
Input information once
Estateably uses information from the intake to instantly generate probate forms, letters and reports with a single click.
Bringing collaboration online
Collaborate with your team from anywhere or share information with co-executors all in one platform.
Industry leading security
We understand the security and privacy of all estate-related information. Estateably is proud to maintain SOC 2 Type II compliance with data residency in your firm's jurisdiction.
Simple, client-disburseable pricing
Our pricing reflects the way professionals bill for their services. No contracts, no subscriptions - plans start at $99 per probate file with costs that can be passed through to the estate.
Book a 40-minute demo with our team and try Estateably risk free!
Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating practice-wide collaboration.
Our trust administration functionalities allow professionals to log and account for all trust assets, beneficiaries and distribution management. Additionally any forms, letters and accounting reports can be generated with one-click.
Want to learn how Estateably can help manage your ongoing trust administration needs? Book a demo today to see it in action or get started here.
In Canada, Estateably is available across all provinces.
In the United States, Estateably is available in the following states: Arizona, California, Colorado, Georgia, Illinois, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Texas.
If we are not yet available in your location, email us at sales@estateably.com to receive an update when we do support files in your state!
No installation is necessary! Estateably is cloud-based, meaning that you can access the platform from any of our supported browsers with an internet connection.
Estateably has obtained its SOC 2 Type 2 Audit certification. A copy of the report will be made available upon request to sales@estateably.com.
We recommend using Google Chrome or Firefox and we also support Microsoft Edge.
Please note that we do not support Internet Explorer.