This integration partnership will allow HWA customers to use Estateably for all trust accounting matters.
Montreal, Quebec, Canada —September 26, 2023— Estateably, Canada's leading cloud-based, estate and trust administration software platform, is excited to announce the partnership with HWA International, a leading organization that manages trust accounting matters
With this integration, HWA customers using TRUSTnet (TNET) and TRUSTprocessor (TP) will now have access to Estateably’s suite of powerful tools to help streamline and optimize their workflows. They will be able to easily input information to generate jurisdiction-specific court forms and precedent letters, generate reports with one click, and customize administration tasks.
HWA International has been a recognized leader in providing trust accounting software to bank trust departments, non-for-profit foundations, private and multi-family trusts, colleges/universities, religious organizations, independent trust companies, guardianships, special needs trusts, law firms, CPAs, international banks, and global and offshore entities since 1977.
“We are thrilled to be working with Estateably, the best of breed technology, which will enable HWA to continue to enhance our already robust and fully featured Trust Accounting Platforms,” said Javier Jimenez, Chief Executive Officer at HWA International. “As a result of this partnership, our technologies will improve operational efficiencies and collaboration for all legal professionals.”
Both organizations value and emphasize the importance of seamless integration of legal professionals into modern, tech solutions so they can confidently offer services that fulfill their clients’ needs, and maximize their potential for success.
“A crucial component of Estateably’s US expansion strategy is finding innovative go-to-market integration partners. In HWA International, we’ve found a trusted company who has spent the past few decades building one of the most robust and comprehensive trust administration solutions available in the market,” said Ari Brojde, co-founder and CEO of Estateably. “We’re eager to extend their platform’s capabilities with our award-winning suite of automation tools and further our shared mission of continuously providing customers with a best in-class, effortless experience.”
The Estateably integration with HWA has been available since July 2023.
About Estateably
Estateably is the leading cloud-based platform enabling professionals to streamline their estate and trust administration practices. Professionals save time through the automation of probate forms and precedent letters, the ability to manage inventory and contacts with easy-to-use accounting and one-click reports. The platform is used by over 800 firms and over 2,500 practitioners across Canada and the United States. Estateably is SOC2 Type II certified and has been voted as the top estate and trust administration software by Canadian Lawyer Magazine. Learn more at www.estateably.com
Media Contact:
Natalie Cantave, Marketing Manager at Estateably
+1-732-977-6778 | ncantave@estateably.com
About HWA
HWA International Inc. provides a comprehensive, versatile, and innovative trust accounting system that simplifies the complexities of administering a trust's varying asset classes, regulatory / tax compliance, income accounting, and customer reporting. HWA offers a general ledger and transaction-based solution with their Trustprocessor and TNET products. HWA also automates the front office with trust-specific CRM and workflow management, Reg 9 and Admin review. For more information, please visit: https://www.hwainternational.com/.
Media Contact:
Eric Dunn, V.P. Sales and Marketing at HWA International Inc.
+1-901-849-0424 | ericd@hwainternational.com
Estateably Inc. © 2024
Estateably Inc. © 2023
