Cloud-Based Fiduciary Administration Software
Estateably automates probate form and letter generation, with easy-to-use estate accounting and one-click reporting to power your practice.
Estateably automates probate form and letter generation, with easy-to-use estate accounting and one-click reporting to power your practice.
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Why over 800 firms of all sizes use Estateably to power their practice.
Estateably digitizes and automates court form filling, letter generation and all estate-related inputs, all in one place. Generate compliance or beneficiary reports in seconds!
Simplify the way you manage trust accounts. Document minutes, log distribution requests and easily generate federal forms & compliance reports with one click.
Streamline guardianship administration by automating forms, centralize accounting and take advantage of automated PDF transaction extraction.
Why thousands of professionals are making the switch:
Input information once
Estateably uses information from the intake to instantly generate probate forms, letters and reports with a single click.
Bringing collaboration online
Collaborate with your team from anywhere or share information with co-executors all in one platform.
Industry leading security
We understand the security and privacy of all estate-related information. Estateably is proud to maintain SOC 2 Type II compliance with data residency in your firm's jurisdiction.
Simple, client-disburseable pricing
Our pricing reflects the way professionals bill for their services. No contracts, no subscriptions - plans start at $99 per probate file with costs that can be passed through to the estate.
Book a 40-minute demo with our team and try Estateably risk free!
Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating practice-wide collaboration.
Users can automate probate forms, template letters, log beneficiaries, assets and liabilities before performing full estate estate accounting with on-click internal and external reporting.
Yes! We're proud to support California probate matters. Book a demo with our team to get started!
Yes! Either contact us directly at support@estateably.com if you already have an account or mention it to us on your demo.
Yes! All letters with the exception of court forms can be generated on your letterhead. Users can contact support@estateably.com to find out more.
No installation is necessary! Estateably is cloud-based, meaning that you can access the platform from any of our supported browsers with an internet connection.
We recommend using Google Chrome or Firefox and we also support Microsoft Edge.
Please note that we do not support Internet Explorer.
Estateably has obtained its SOC 2 Type 2 Audit certification. A copy of the report will be made available upon request to sales@estateably.com.