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?

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

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

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

Can Estateably generate a letter on my letterhead?

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

Do I need to install 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.

What jurisdictions does Estateably’s Estate Administration platform cover?

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

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

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

What browsers are supported?

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

What security certifications does Estateably hold?

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

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.

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

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

Can Estateably generate a letter on my letterhead?

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

Do I need to install 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.

What jurisdictions does Estateably’s Estate Administration platform cover?

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

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

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

What browsers are supported?

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

What security certifications does Estateably hold?

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

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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