Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating practice-wide collaboration.
There is no installation required - Estateably is web-based! Once registered you can log in to your organization here.
Estateably is web-based and can run on Mac, Windows and Linux platforms.
We recommend using Google Chrome or Firefox and we also support Microsoft Edge. Please note that we do not support Internet Explorer.
Great question! Our users love our platform for many reasons but here are some of the most common reasons:
1. Our modern design and intuitive user experience
A well-designed interface empowers users to deal with issues more efficiently.
2. We leverage the benefits of the cloud
The most relevant benefit of cloud-based solutions in the current environment is the ability to access work systems remotely.
3. The customer Support that goes above and beyond
Turnaround time for customizations is setting a new industry standard.
4. Increased opportunities for improved collaboration
Today, most - if not all - collaboration happens offline. Estateably's platform allows users with customizable roles and permissions to collaborate from anywhere with a computer and an internet connection
Estateably charges a single, competitive base fee for estates that are administered on our platform, with no surprise extras.
Estateably starts at $99 per file and can always be billed as a disbursement to clients.
You can view our pricing options and features here.
We currently support Quebec and Ontario but will be available Canada-wide soon!
In short, very! We can digitize your internal workflow, whitelabel the platform, upload your practice-specific templates and generate letters on your letterhead.
Unfortunately, at this time Estateably is a tool exclusively for professionals.