Industry-Leading Efficiency and Innovation

Professional Estate, Trust and Incapacity Accounting & Administration Software

Powerful document automation, easy-to-use accounting and 
comprehensive one-click reporting.

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Trusted by 1,000+ practices across North America

Why Firms Choose Estateably

Input information once

Intake information is reused to instantly generate probate forms, letters and reports

Effortless Administration

Estateably saves hours of work by scanning bank statements, automating accounting entries and court form filing, and one-click court-formatted reporting

Bring your Practice Online

Cloud-based software that allows your team to collaborate from anywhere, all in one platform

Learn why Estateably is the #1 choice of trust and estate professionals

What Can Estateably Do For You?

Task
Management

Contact
Management

Inventory

One-click
Reporting

Practice-wide
Collaboration

Probate Form
Automation

Template Letter
Automation

Estate
Accounting

Compensation Fee Calculations

Distribution
Management

Document
Management

PDF Bank
Statement Export