Simple, per-file billing for all matter types
Form & letter automation
Inventory & contact management
Task management
One-click reporting
Estate Accounting Add-On: +$99 per year
Court-formatted accounting reports
PDF Bank Statement Import
Informal reporting
Compensation-fee calculations
Annual Renewal: $99
Informal trust accounting reporting
Ongoing task management
Informal trust accounting reporting
Court-formatted trust reports
Compensation fee calculations
Power of Attorney Form Automation
Ongoing task management
PDF Bank Statement Import
Court-formatted accounting reports
Compensation fee calculations
Get started today with everything you need to satisfy your team and clients
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
--
Templated Letters
$
Single Tenant
--
Users
10
States/Provinces
3
Integrations
Task Dashboard
Custom Task Templates
Reporting
Vault Records
Up to 1,000
Extra Vault Records
--
Custom Letterhead
Custom Integrations
--
SSO
$
Templated Letters
$
Single Tenant
--
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
$
Templated Letters
3
Single Tenant
$
Users
Unlimited
States/Provinces
Unlimited
Integrations
Task Dashboard
Custom Task Templates
Reporting
Vault Records
Volume-based
pricing
Custom Letterhead
Custom Integrations
SSO
Templated Letters
Single Tenant
Topo Enterprises
@Topo.ioAt Estateably, my experience has been truly remarkable! The personalized service, user-friendly platform, and expert guidance made estate planning effortless.
“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.”
“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.”
“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
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
“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.”
“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.”
“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
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
Estateably Inc. © 2024
Estateably Inc. © 2023
