Estateably Launches Support for Massachusetts Probate and Trust Administration

Estateably Launches Support for Massachusetts Probate and Trust Administration

The Estateably Team
January 4, 2024

The Estateably team is proud to announce the continued expansion of our fiduciary administration software to the United States, now offering support for Massachusetts probate and trust forms. In response to the rising requirements of professionals nationwide managing an aging demographic, our platform provides a secure, cloud-based, transparent, and cost-effective solution.

What is Estateably?

Estateably is the leading professional fiduciary accounting and administration software, with support for probate, estate accounting and trust matters, used by over 1,000 practices across North America. Estateably delivers a seamless and effortless experience for legal, accounting and bank professionals and their clients, freeing up their time to focus on what matters most.

Why Professionals Switch to Estateably‍

Input information once

Estateably makes inputting information about your client, related contacts, charities, inventory assets and liabilities easy.

Document automation

Instantly generate court-formatted probate forms and template letters—such as formal accounting and automatic calculations for executor compensation—from our library of over 2,500 documents with a single click.

Comprehensive reporting

From court-formatted accounting reports to task deadline summaries, save hours of manual report preparation and generation with built-in, one-click formal and informal reports in Estateably.

Task management

Customizable task lists are generated for every file to keep track of deadlines, assign tasks to your team, create to-do lists and much more!

Easy-to-use accounting

A full suite of fiduciary accounting tools is available across all matters to manage distributions, automatically calculate compensation fees and more!

Client-disbursable pricing

There are no setup or subscription fees, so you can cancel at any time with per-file pricing starting at just $129 per probate file.

—and much more!

Ready to modernize your practice? Reach out to us or book a demo today to get started.

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