Flexible, per-file plans for any firm’s needs

Probate Administration & Estate Accounting

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

Inter-Vivos and Testamentary Trusts

Retain more clients by managing trust accounting and/or administration

Power of Attorney

Support more clients by managing power of attorney accounting and/or administration

Pricing & Plans

Probate & Estates
Trusts
Power of Attorney
Basic
Advanced
Enterprise
Users
Unlimited
Unlimited
Unlimited
Probate jurisdictions
Single state/province
Unlimited
Unlimited
Custom letterhead
Estate accounting
Add-on ($)
Add-on ($)
Single sign-on
Add-on ($)
Add-on ($)
Custom letters
Two letters
Task list customizations
Add-on ($)
Custom integrations
$99
per file
Base Price
$199
per file
Base Price
Contact Us
Request a demo
Request a demo
Contact Us

Add-on: Estate Accounting

Estate Accounting
Enterprise
One-click reporting
Distribution management
Compensation fee calculation & reporting
PDF bank statement extraction
Bank account synchronization
$99
per file
Base Price
Contact Us
Basic
Base Price
$99
per file
Includes:

Unlimited users

Single state/province jurisdiction

Custom letterhead

Up to two custom letters

Add-ons:

Estate accounting

Single sign-on

Request a demo
Advanced
Base Price
$199
per file
Includes:

Unlimited users

Unlimited jurisdictions

Custom letterhead

Up to five custom letters

Add-ons:

Estate accounting

Single sign-on

Task list customizations

Request a demo
Enterprise
Contact Us
Includes:

Unlimited users

Unlimited jurisdictions

Custom letterhead

Estate accounting

Single sign-on

Custom letters

Task list customizations

Custom integrations

Contact Us

Add-on: Estate Accounting

Estate Accounting
Base Price
$99
per file
Includes:

One-click reporting

Distribution management

Compensation fee calculation & reporting

PDF bank statement extraction

Request a demo
Enterprise
Contact Us
Includes:

One-click reporting

Distribution management

Compensation fee calculation & reporting

PDF bank statement extraction

Bank account synchronization

Contact Us
Accounting
Administration
Enterprise
Users
Unlimited
Unlimited
Unlimited
Trust jurisdictions
Unlimited
Unlimited
Unlimited
Custom letterhead
Trust accounting
Bank account synchronization
Forms & letters
Task management
Single sign-on
Add-on ($)
Add-on ($)
Custom integrations
Add-on ($)
Add-on ($)
$199
per file per year
Base Price
$299
per file per year
Base Price
Contact Us
Accounting
Base Price
$199
per file per year
Includes:

Unlimited users

Unlimited trust jurisdictions

Custom letterhead

Trust accounting

Bank account synchronization

Add-ons:

Single sign-on

Custom integrations

Request a demo
Administration
Base Price
$299
per file per year
Includes:

Unlimited users

Unlimited trust jurisdictions

Custom letterhead

Trust accounting

Bank account synchronization

Forms & letters

Task management

Add-ons:

Single sign-on

Custom integrations

Request a demo
Enterprise
Contact Us
Includes:

Unlimited users

Unlimited trust jurisdictions

Custom letterhead

Trust accounting

Bank account synchronization

Forms & letters

Task management

Single sign-on

Custom integrations

Contact Us
Accounting
Administration
Enterprise
Users
Unlimited
Unlimited
Unlimited
PoA jurisdictions
Unlimited
Unlimited
Unlimited
Custom letterhead
Trust accounting
Bank account synchronization
Forms & letters
Task management
Single sign-on
Add-on ($)
Add-on ($)
Custom integrations
Add-on ($)
Add-on ($)
$199
per file per year
Base Price
$299
per file per year
Base Price
Contact Us
Accounting
Base Price
$199
per file per year
Includes:

Unlimited users

Unlimited PoA jurisdictions

Custom letterhead

PoA accounting

Bank account synchronization

Add-ons:

Single sign-on

Custom integrations

Request a demo
Administration
Base Price
$299
per file per year
Includes:

Unlimited users

Unlimited PoA jurisdictions

Custom letterhead

PoA accounting

Bank account synchronization

Forms & letters

Task management

Add-ons:

Single sign-on

Custom integrations

Request a demo
Enterprise
Contact Us
Includes:

Unlimited users

Unlimited PoA jurisdictions

Custom letterhead

PoA accounting

Bank account synchronization

Forms & letters

Task management

Single sign-on

Custom integrations

Contact Us

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.

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 over 700 Estate & Trust Administration Practices