Product Pricing

Simple, per-file billing for all matter types

Probate

Form & letter automation

Inventory & contact management

Task management

One-click reporting

Estate Accounting Add-On: +$99 per year

Estate Accounting

Court-formatted accounting reports

PDF Bank Statement Import

Informal reporting

Compensation-fee calculations

Annual Renewal: $99

Trust Accounting

Informal trust accounting reporting

Ongoing task management

Informal trust accounting reporting

Court-formatted trust reports

Compensation fee calculations

PoA Accounting

Power of Attorney Form Automation

Ongoing task management

PDF Bank Statement Import

Court-formatted accounting reports

Compensation fee calculations

Flexible Plans for your Firm’s Needs

Get started today with everything you need to satisfy your team and clients 

Monthly

Annual

(Save 10%)

Essentials

Free

Users

5

State/Province

1

Integrations

--

Task Dashboard

--

Custom Task Templates

--

Reporting

--

Vault Records

Up to 100

Extra Vault Records

--

Custom Letterhead

Custom Integrations

--

SSO

--

Templates Letters

$

Single Tenant

--

Advanced

$139 Per Month

$125 Per Month

Users

Unlimited

States/Provinces

5

Integrations

Task Dashboard

Cusom Task Templates

Reporting

Vault Records

Up to 2,500

add 500 records
for $30/month

Custom Letterhead

Custom Integrations

--

SSO

$

Templates Letters

5

Single Tenant

$

Enterprise

Contact Us

Users

Unlimited

States/Provinces

Unlimited

Integrations

Task Dashboard

Custom Task Templates

Reporting

Vault Records

Volume-based
pricing

Custom Letterhead

Custom Integrations

SSO

Templates Letters

Single Tenant

Interested in volume pricing or per-user pricing?

Contact Us

FAQs

Question
What is Estateably?
I have custom templates that I would like Estateably to autofill - is that possible?
Question
Can Estateably generate a letter on my letterhead?
Question
Do I need to install Estateably?
Question
Will I be charged per user?
Question
What do the Organization plans include and how much do they cost?
Question
Can I pay per file without a subscription?
Question
What browsers are supported?
Question
What security certifications does Estateably hold?
Question
Read More

Clients Love Estateably

We pride ourselves on happy customers,  see what they have to say!

Adam Lewis

Topo Enterprises

@Topo.io

At Estateably, my experience has been truly remarkable! The personalized service, user-friendly platform, and expert guidance made estate planning effortless.

5.0
Nithila Murugadas
Nithila Murugadas

Partner, NIKA Law LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Jordan M. Atin
Jordan M. Atin

Certified Specialists (Estates & Trusts Law), Counsel to Hull & Hull LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Angela Casey
Angela Casey

Partner, Casey & Moss LLP

Ontario, Canada

@Topo.io

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

5.0
Susan Davies
Susan Davies

Davies Spina Falquez LLP

Ontario, Canada

@Topo.io

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

5.0
Nithila Murugadas
Nithila Murugadas

Partner, NIKA Law LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Jordan M. Atin
Jordan M. Atin

Certified Specialists (Estates & Trusts Law), Counsel to Hull & Hull LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Angela Casey
Angela Casey

Partner, Casey & Moss LLP

Ontario, Canada

@Topo.io

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

5.0
Susan Davies
Susan Davies

Davies Spina Falquez LLP

Ontario, Canada

@Topo.io

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

5.0