Estate settlement & trust administration runs on detail. Stop managing it across disconnected systems.
Estateably gives banks and trust companies a centralized platform for workflow and task management, form and letter generation and storage, and fiduciary accounting. Helping teams maintain consistent records, reduce administrative work, and meet fiduciary requirements with greater confidence.
Custom Options
Built for how you work
Estateably is designed around the ongoing nature of trust administration, not adapted from a tool built for one-time estate files.
Every trust file, fully visible
Task templates, deadlines, and approvals stay connected to each trust file and surface across a single team dashboard. Everyone knows what is active, what is pending, and what needs attention today.
Accounting that keeps up with the trust
Track income, disbursements, and distributions across every active trust. Compensation calculates automatically and beneficiary entitlements stay current so the numbers are always ready to account for.
Reports ready when they are needed
Court-formatted reports and beneficiary communications generate directly from the records in the file. No rebuilding from scratch, no pulling from separate systems. Just accurate, compliant output on demand.
What your week looks like…
For trust officers, active trusts do not close quickly and the administration behind them never stops. Tasks get tracked in spreadsheets. Records live across disconnected systems. Reporting gets assembled manually every time a beneficiary or court needs an update. The trust is managed well. The workflow around it is not.
Tasks That Live Outside the File
Keeping every task, approval, and next step visible across a portfolio of active trusts is difficult when the tracking lives outside the file.
Accounting Done Across Too Many Places
Tracking income, disbursements, and distributions across multiple trusts manually means the numbers are never quite ready when someone needs to account for them.
Reports Built From Scratch Every Time
Producing court-formatted reports and beneficiary updates means pulling records from multiple places every time. It should not start from scratch on every file.
What changes with Estateably
Estateably connects the tasks, records, accounting, and reporting for every trust file in one place. Your team stays aligned across every active trust and the records are always ready when courts or beneficiaries need them.
No more tracking trust administration tasks across spreadsheets and disconnected systems
Compensation calculations run automatically without a separate process
Every approval, next step, and deadline stays connected to the file
Court-formatted reports and beneficiary communications generate without rebuilding from scratch
Trust accounting and distributions stay current without manual reconciliation
Inter-vivos and testamentary trusts run on one platform without switching between tools
Want to see how Estateably fits your trust practice?
Book a short walkthrough to see how Estateably helps trust officers and trust teams reduce manual tracking, stay on top of every active trust, and keep administration moving from onboarding to final distribution.
