Modern Estate and Trust Administration Software for Professionals

Saving professionals hours in repetitive estate and trust administration tasks. Try an estate file for free when you book a demo.

Modern Estate and Trust Administration Software for Professionals
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Trusted by over 500 firms

We help professionals streamline estate and trust administration by automatically filling court forms and precedent letters–simplifying accounting, inventory tracking, and report generation.

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The state of trust and estate administration


Manual and labor intensive

Estate and trust administration has long been a labor-intensive, repetitive, manual and paper-based process.


Limited tools

If any, estate and trust professionals have access to limited tools to support and digitize their practices.


Need for collaboration

Limited collaboration between internal participants and with external parties further slows down an inefficient process.

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What Our Clients Say

Angela Casey

Nithila Murugadas

– Partner, NIKA Law LLP

Estateably's features are intuitive and they continue to optimize for a better customer experience. One of their greatest draws is that their team is always available, helpful and resourceful in providing solutions to any problems

Jordan M. Atin, Certified Specialist (Estates & Trusts Law)

– Atin Professional Corporation & Counsel to Hull & Hull LLP

I use Estateably for all of my estate administration files. It is modern and efficient, and my staff loves it! It is head and shoulders above the competition!

Nithila Murugadas

Angela Casey

– Partner, Casey & Moss LLP

Estateably enables our firm to work seamlessly even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive to our needs.

Susan Davies

Susan Davies


Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.

Trusted by over 800 practices of all sizes across the United States & Canada