Florida Probate &
Estate Accounting Software
Proudly partnered with FLSSI - Estateably automates probate form and letter generation, with easy-to-use estate accounting and one-click reporting to power your practice.
Proudly partnered with FLSSI - Estateably automates probate form and letter generation, with easy-to-use estate accounting and one-click reporting to power your practice.
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Why over 800 firms of all sizes use Estateably to power their practice.
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 estate accounts. Estateably saves users hours by scanning bank statements, fully automating accounting entries and reporting.
Our team is here to help! General questions or added customizations, reach out to us to ensure you get the most out of Estateably.
Why over a thousand professionals are making 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 - pricing starts at $99 per probate file with costs that can be passed through to the estate.
Get started today with everything you need to satisfy your team and clients
Retain more clients by managing trust accounting and/or administration
Support more clients by managing power of attorney accounting and/or administration
Pricing & Plans
Unlimited users
Single state/province jurisdiction
Custom letterhead
Up to two custom letters
Add-ons:
Estate accounting
Single sign-on
Unlimited users
Unlimited jurisdictions
Custom letterhead
Up to five custom letters
Add-ons:
Estate accounting
Single sign-on
Task list customizations
Unlimited users
Unlimited jurisdictions
Custom letterhead
Estate accounting
Single sign-on
Custom letters
Task list customizations
Custom integrations
One-click reporting
Distribution management
Compensation fee calculation & reporting
PDF bank statement extraction
One-click reporting
Distribution management
Compensation fee calculation & reporting
PDF bank statement extraction
Bank account synchronization
Unlimited users
Unlimited trust jurisdictions
Custom letterhead
Trust accounting
Bank account synchronization
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited trust jurisdictions
Custom letterhead
Trust accounting
Bank account synchronization
Forms & letters
Task management
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited trust jurisdictions
Custom letterhead
Trust accounting
Bank account synchronization
Forms & letters
Task management
Single sign-on
Custom integrations
Unlimited users
Unlimited PoA jurisdictions
Custom letterhead
PoA accounting
Bank account synchronization
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited PoA jurisdictions
Custom letterhead
PoA accounting
Bank account synchronization
Forms & letters
Task management
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited PoA jurisdictions
Custom letterhead
PoA accounting
Bank account synchronization
Forms & letters
Task management
Single sign-on
Custom integrations
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.