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 support@estateably.com 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 support@estateably.com 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 sales@estateably.com.

What is Estateably - Estate Administration?

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating practice-wide collaboration.
Users can automate probate forms, template letters, log beneficiaries, assets and liabilities before performing full estate estate accounting with on-click internal and external reporting.

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

Yes! Either contact us directly at support@estateably.com 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 support@estateably.com 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 jurisdictions does Estateably’s Estate Administration platform cover?

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 sales@estateably.com to receive an update when we do support files in your state!

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 sales@estateably.com.

Do you integrate with NoticeConnect?

Our platform is not linked to NoticeConnect; however, we provide a similar tool in our platform.
Click here to learn more about posting a legal notice to creditors within minutes via Estateably!

What is Estateably - Trust Administration?

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.

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

Yes! Either contact us directly at support@estateably.com 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 support@estateably.com 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 jurisdictions does Estateably’s Trust Administration platform cover?

Estateably's trust administration is currently available Canada-wide.

What types of trust does Estateably’s Trust Administration platform cover?

Estateably provides support for both testamentary and inter-vivos trust administration and accounting.

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 sales@estateably.com.

Still have a question?

If you can’t find answers to your questions in our FAQ, you can always contact us. We will answer to you shortly
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