Estate, Trust & Guardianship Administration Software
for Professionals

Estateably automates probate form and letter generation, with easy-to-use estate accounting and one-click reporting to power your practice.

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

Award-Winning Fiduciary Administration Software

Estateably's product suite is built to save professionals valuable time

Estate, Probate & Accounting

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!

Trust Administration

Simplify the way you manage trust accounts. Document minutes, log distribution requests and easily generate federal forms & compliance reports with one click.

PoAs & Guardianships

Streamline guardianship administration by automating forms, centralize accounting and take advantage of automated PDF transaction extraction.

Save time and simplify your work

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.

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 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.

What jurisdictions is Estateably Available in?

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 to receive an update when we do support files in your state!

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 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

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.