You are the lawyer, the paralegal, and the admin. Estateably handles the last one.
Estateably gives solo practitioners a dedicated workspace for estate and trust files so the admin side of the practice runs without a back office behind it.
What your week looks like…
When you practice alone, every file is entirely yours. The legal work, the forms, the deadlines, the accounting. There is no paralegal, no clerk, no back office. The admin does not disappear. It just waits for you.
Probate Form & Document Automation
Court forms and precedent letters get prepared manually because there is no one else to do it. The same client details get entered manually into the same fields on every new document, every time.
Task & Deadline Management
Tracking open tasks and deadlines across a full caseload without a dedicated system means something eventually gets missed.
Estate Accounting & Reporting
Producing fiduciary accounting at the end of a file means going back through months of transactions tracked across bank PDFs and spreadsheets. It all falls on you.
What changes with Estateably
Estateably acts as the back office you don’t have, carrying matter details through every form, letter, and report automatically so your caseload stays visible and nothing falls through.
No more typing the same client details into every form and document by hand
Bank statements import and transactions categorize without manual entry
Court forms and precedent letters generate from information already in the file
Fiduciary accounting stays current as the file moves, not just at close
Every deadline and open task surfaces across all active files in one place
Per file pricing plan means you only pay when you open a file
Built for how you work
One file. Every form.
Enter matter details once and Estateably carries them through to court forms, probate petitions, and precedent letters automatically. No re-typing, no version confusion, no prep work before the real work.
Every open file, every outstanding task, one view.
Every task, deadline, and next step across every active file lives in a single dashboard. You always know what needs attention today and what is coming up, without maintaining a separate tracking system.
Accounting that keeps up with the file
Transactions import from bank statements automatically and fiduciary reports generate in one click. The accounting stays organized from intake to close so there is no end of file reconstruction.
Don't just take our word for it
Hear what our users have to say about their experience with Estateably.
Want to see how Estateably fits your trust practice?
Book a short walkthrough to see how Estateably helps solo practitioners cut admin time, stay on top of every active file, and keep estate and trust work moving without a support team behind it.
