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

Trusted by over 800 practices of all sizes across the United States & Canada
Why Estateably?

All your client matters at a glance

A vault of all you estate planning clients, wills and trust deeds for efficient management

Manage your planning documents

Store and manage planning documents, will clauses, client information and more for easy access and maintenance

Keep information up to date

Quickly update client records with accurate information and easy access for client requests 

Instantly create matters without re-entering data 

When the time comes, instantly create a matter within seconds to avoid redundant data entry saving you time

Estateably is the modern solution for estate and trust professionals

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.

Organization-wide metrics at your fingertip

Get started today!

Book a 40-minute demo with our team and try Estateably risk free!

Frequently Asked Questions

What is Estateably?

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.

I have custom templates that I would like Estateably to autofill - is that possible?

Yes! Either contact us directly at if you already have an account or mention it to us on your demo.

Can Estateably generate a letter on my letterhead?

Yes! All letters with the exception of court forms can be generated on your letterhead. Users can contact to find out more.

Do I need to install Estateably?

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.

What browsers are supported?

We recommend using Google Chrome or Firefox and we also support Microsoft Edge.
Please note that we do not support Internet Explorer.

What security certifications does Estateably hold?

Estateably has obtained its SOC 2 Type 2 Audit certification. A copy of the report will be made available upon request to