The features that keep estate and trust work moving
From forms and accounting to documents, intake, contacts,
creditor notices, and reporting, each feature is built to make the
day-to-day work easier to manage.
How do you keep work moving across the file?
Task Management is your built-in to-do list that never drops the ball. It keeps every estate, trust, or PoA file moving. It keeps everything organized, on time, and just easier to manage.
It's everything you need to keep your workflow running smoothly (and your team a little less stressed).
How do they get done faster?
Document Automation is your form-filling sidekick. It's legal document automation that handles the paperwork so you don't have to, keeping
every estate, trust, or PoA file accurate and up to date.
It's the easy way to make document prep feel a little less like paperwork.
Where does everything stay organized and easy to find?
Document Storage gives your team one secure place to keep the files behind estate, trust, and power of attorney matters. Instead of digging through inboxes, shared drives, desktop folders, or old downloads, your team can store and retrieve documents in a way that is easier to manage and easier to trust.
It's cloud storage for law firms that makes "where did I save that?" a question of the past.
How do you start a file with the right information?
Intake is your digital front door; organized, accurate, and always open. It turns client onboarding into a smooth, guided process that saves time and prevents back-and-forth emails.
It's the easiest way to make sure every matter starts on the right foot.
How does Estateably fit with the tools you already use?
Integrations are the connective tissue of your tech stack. Estateably works seamlessly with the tools you already rely on, keeping data synced, accurate, and right where you need it.
It's the simple way to make all your systems talk to each other (and actually get along).
How do you publish without extra admin?
Notice to Creditors is your shortcut to compliance. It takes care of every step from publishing to tracking so you can manage estate notifications quickly, accurately, and stress-free.
It's the easy way to handle a required step (and check one more thing off your list).
How do you keep everyone tied to the file organized?
Contacts is your single source of truth for every name, role, and relationship tied to a file. It keeps your network organized, so you always know who's who and how they fit in.
It’s contact management that finally feels effortless (and keeps your rolodex officially retired).
What makes splitting assets simpler?
Distributions is your built-in accuracy check for every payout. It handles the math, the tracking, and the reporting, so every file adds up the way it should.
It's the stress-free way to make sure every beneficiary gets what they're owed.
How do you generate reports without rebuilding everything?
Reporting is your instant snapshot of every estate, trust, or PoA file, ready when you are. It pulls the numbers, formats the reports, and keeps everything audit-ready without the spreadsheet scramble.
It's reporting that works as fast as you do, and looks good doing it.
Plus de 1,000 cabinets en Amérique du Nord font confiance
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Ready to make trust and estate administration less administrative?
Join thousands of legal and financial professionals who've discovered that trust estate work can be more efficient and more accurate. Your future self (and your weekends) will thank you.
