Fiduciary Administration Software for the Modern Professional

Automate probate form and letter generation, with easy-to-use  accounting and one-click reporting to power your practice.

Trusted by over 700 Estate & Trust Administration Practices
Why Estateably?

Award-Winning Fiduciary Administration Software

Why over 500 firms of all sizes use Estateably to power their practice.

Estate & Probate

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!

Trust Administration

Simplify the way you manage trust accounts. Document minutes, log distribution requests and easily generate federal forms & compliance reports with one click.

Guardianships

Streamline guardianship administration by automating  forms, centralize accounting and take advantage of automated PDF transaction extraction.

Save time and simplify your work

Why over a thousand 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.

Get started today!

Book a 40-minute demo with our team and try Estateably risk free!

Frequently Asked Questions

What is Estateably?

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.

I have custom templates that I would like Estateably to autofill - is that possible?

Yes! Either contact us directly at support@estateably.com if you already have an account or mention it to us on your demo.

Can Estateably generate a letter on my letterhead?

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.

Do I need to install Estateably?

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.

What browsers are supported?

We recommend using Google Chrome or Firefox and we also support Microsoft Edge.
Please note that we do not support Internet Explorer.

What security certifications does Estateably hold?

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.