Manage all your planning matters in one place
View and update planning records for your clients and create matters in seconds to reduce data entry
View and update planning records for your clients and create matters in seconds to reduce data entry
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A vault of all you estate planning clients, wills and trust deeds for efficient management
Store and manage planning documents, will clauses, client information and more for easy access and maintenance
Quickly update client records with accurate information and easy access for client requests
When the time comes, instantly create a matter within seconds to avoid redundant data entry saving you time
Forward-thinking practices are switching from legacy systems to Estateably, here’s why:
Access your files from anywhere
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 - pricing start at $99 per probate file with costs that can be passed through to the estate.
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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, enhanced compliance and practice-wide collaboration.
Yes! Either contact us directly at support@estateably.com if you already have an account or mention it to us on your demo.
Yes! All letters with the exception of court forms can be generated on your letterhead. Users can contact support@estateably.com to find out more.
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.
We recommend using Google Chrome or Firefox and we also support Microsoft Edge.
Please note that we do not support Internet Explorer.
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.