Fiduciary accounting, without the spreadsheet sprawl.
Estateably helps legal professionals and fiduciary teams keep estate and trust accounts organized and easier to report on. Track transactions, manage balances, handle distributions, and produce accounting reports without piecing everything together by hand.
Less cleanup. Less reporting drag.
So what does the fiduciary accounting product actually do?
It helps manage the financial side of estate and trust files without relying on spreadsheets, side calculations, and end of file cleanup.
Estateably keeps transactions, assets, liabilities, disbursements, and distributions connected in one place so the accounting stays easier to track from the start.
It works across U.S. and Canadian jurisdictions, with compensation calculations, court formatting, and compliance requirements handled automatically so your team is always working from current, accurate numbers.
Okay, but how does it fit into my practice?
The Accounting product is built for the parts of estate and trust accounting that tend to become time consuming fast. Whether the file is straightforward or more complex, it handles everything from simple single-asset estates to multi-jurisdictional files with complex distributions. It scales to the complexity of the work without requiring a different tool or a different process.
The Accounting product helps your team produce accurate, court-ready financial documentation and avoid the rework that comes from managing fiduciary accounting across disconnected tools.
One platform for every financial detail in the file, from first transaction to final distribution.
Who it's for
Estateably supports the full range of professionals who manage probate and estate administration files across their practice.
Solo Practitioners
Law Firms
Trust Companies
Accounting Firms
Other products you might use…
Estateably is a complete estate and trust administration platform. The Estates product works alongside these to keep every part of the file covered.
Notice to Creditors
Manage the notice to creditors process directly from the estate file with the right forms and documentation for your jurisdiction.
Estate Administration
Keep probate forms, documents, accounting, and reporting connected across every active estate file from intake to final distribution.
Powers of Attorney
Handle PoA accounting, reporting, and file management on the same platform as your estate and trust files.
