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 firms who've seen it all

Why Firms Choose Estateably

Details of Mary Smith's estate with residue and total value, alongside ABC Virtual Bank account information.

Input Information Once

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

Case progress at 35% showing residual estate value of $562,011.35 in Estateably Rebuild 2025 system.

Effortless Administration

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

Task list interface showing completed and pending tasks with date tags, focused on property management.

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?

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Task
Management

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Contact
Management

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Inventory

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One-click
Reporting

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Practice-wide
Collaboration

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Probate Form
Automation

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Template Letter
Automation

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Estate
Accounting

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Compensation Fee
Calculations

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Distribution
Management

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Document
Management

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PDF Bank
Statement Export