Get started today with everything you need to satisfy your team and clients
Retain more clients by managing trust accounting and/or administration
Support more clients by managing power of attorney accounting and/or administration
Pricing & Plans
Unlimited users
Single state/province jurisdiction
Custom letterhead
Up to two custom letters
Add-ons:
Estate accounting
Single sign-on
Unlimited users
Unlimited jurisdictions
Custom letterhead
Up to five custom letters
Add-ons:
Estate accounting
Single sign-on
Task list customizations
Unlimited users
Unlimited jurisdictions
Custom letterhead
Estate accounting
Single sign-on
Custom letters
Task list customizations
Custom integrations
One-click reporting
Distribution management
Compensation fee calculation & reporting
PDF bank statement extraction
One-click reporting
Distribution management
Compensation fee calculation & reporting
PDF bank statement extraction
Bank account synchronization
Unlimited users
Unlimited trust jurisdictions
Custom letterhead
Trust accounting
Bank account synchronization
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited trust jurisdictions
Custom letterhead
Trust accounting
Bank account synchronization
Forms & letters
Task management
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited trust jurisdictions
Custom letterhead
Trust accounting
Bank account synchronization
Forms & letters
Task management
Single sign-on
Custom integrations
Unlimited users
Unlimited PoA jurisdictions
Custom letterhead
PoA accounting
Bank account synchronization
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited PoA jurisdictions
Custom letterhead
PoA accounting
Bank account synchronization
Forms & letters
Task management
Add-ons:
Single sign-on
Custom integrations
Unlimited users
Unlimited PoA jurisdictions
Custom letterhead
PoA accounting
Bank account synchronization
Forms & letters
Task management
Single sign-on
Custom integrations
Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.
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.