Choose the plan that best fits your administration needs

Whether you’re a sole practitioner or work at a national firm, Estateably helps organizations of all sizes hire at scale. We offer a full suite of features and tools to help at every stage of your administration process.

Estate Administration
Trust Administration

Estate Administration Pricing Overview

Basic

Base Price:
$99
per file
Unlimited users
Single jurisdiction
Custom letterhead
One custom letter
Request a demo

Professional

Base Price:
$199
per file
Basics features +
Up to 3 custom letters
Task list customizations
Global task management
Metrics dashboard
Request a demo

Enterprise

Base Price:
Contact Us
Professional features +
IT & security customizations
Custom report branding
Custom forms and letters
Task list approvals
Custom workflows
Premium support
Custom integrations
Request a demo
Additional Features
Probate
Estate Administration
Base Price
per file
Base Price
‍+ $99 per file
Inventory
Forms and letters per juristiction
Default Task List per juristiction
Contact List
Documents
Gmail/ Calendar Integration
Distributions
Accounting
Import PDFs financial statement
Additional Features
Inventory
Forms and letters per juristiction
Default Task List per juristiction
Contact List
Documents
Gmail/Calendar Integration
Distributions
Accounting
Import PDFs financial statement
Probate
Base Price per file
Estate Administration
Base Price + $99 per file
Probate
Base Price per file
Estate Administration
Base Price + $99 per file
Probate
Estate Administration
Include on Base Price

Trust Administration Pricing Overview

Basic

$399
annual
Custom report branding and letters changed separated
Import batch files
Up to 3 custom letters
No users limit
Request a demo

Professional

$499
annual
Custom report branding and letters changed separated
Import batch files
Up to 7 custom letters
Import PDF death certificate
My work
Cases and organizations metrics
Custom task list per organization
Request a demo

Enterprise

Contact Us
IT and security
customizations
Custom report branding
Custom forms and letters
Custom task lists
Custom workflows
Premium support
Custom integrations
Contact Us
Additional Features
Inventory
Forms and letters per juristiction
Default Task List per juristiction
Contact List
Documents
Gmail/Calendar Integration
Distributions
Accounting
Import PDFs financial statement
Trust File
Features Included
Trust File
Inventory
Forms and letters per juristiction
Default Task List per juristiction
Contact List
Documents
Gmail/Calendar Integration
Distributions
Accounting
Import PDFs financial statement

Frequently Asked Questions

What is Estateably?

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating 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 jurisdictions does Estateably’s Estate Administration platform cover?

Estateably’s Estate Administration platform is available across all Canadian provinces: Alberta, British Columbia, Manitoba, Newfoundland & Labrador, New Brunswick, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan.

Estateably plans to launch its first US jurisdictions in early 2022 - contact us to be the first to know when we launch in your jurisdiction!

What types of trust does Estateably’s Trust Administration platform cover?

Estateably’s supports the vast majority of inter-vivos and testamentary trusts across Canada and the United States.
Click here to learn about our support for Canadian trusts.
Click here to learn about our support for US trusts.

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. Additional information about our security posture can be found here.

What our clients say

Angela Casey

Nithila Murugadas

– Partner, NIKA Law LLP

Estateably's features are intuitive and they continue to optimize for a better customer experience. One of their greatest draws is that their team is always available, helpful and resourceful in providing solutions to any problems

Jordan M. Atin, Certified Specialist (Estates & Trusts Law)

– Atin Professional Corporation & Counsel to Hull & Hull LLP

I use Estateably for all of my estate administration files. It is modern and efficient, and my staff loves it! It is head and shoulders above the competition!

Nithila Murugadas

Angela Casey

– Partner, Casey & Moss LLP

Estateably enables our firm to work seamlessly even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive to our needs.

Susan Davies

Susan Davies

– DAVIES SPINA FALQUEZ LLP

Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.

Trusted by estate and trust administration practices of all sizes