Frequently Asked Questions
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.
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.
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.
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!
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.
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!
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.
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.
Estateably's trust administration is currently available Canada-wide.
Estateably provides support for both testamentary and inter-vivos trust administration and accounting.
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.
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