Form & letter automation
Inventory & contact management
Task management
One-click reporting
DocuVision PDF imports
Informal Estate reporting
Court-formatted estate reports
Compensation fee calculations
DocuVision PDF imports
Formal & Informal Trust Reporting
Court-formatted Trust Reports
Compensation fee calculations
Form Automation
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
Jurisdictions
1
Integrations
--
Task Dashboard
--
Custom Task Templates
--
Reporting
--
Vault Records
Up to 100
Extra Vault Records
--
Letterhead
Custom Integrations
--
SSO
--
Templates Letters
$
Single Tenant
--
Users
10
Jurisdictions
3
Integrations
Task Dashboard
Custom Task Templates
Reporting
Vault Records
Up to 1,000
Extra Vault Records
--
Letterhead
Custom Integrations
--
SSO
$
Templates Letters
2
Single Tenant
--
Users
Unlimited
Jurisdictions
5
Integrations
Task Dashboard
Cusom Task Templates
Reporting
Vault Records
Up to 2,500
add 500 records
for $30/month
Letterhead
Custom Integrations
--
SSO
$
Templates Letters
5
Single Tenant
$
Users
Unlimited
Jurisdictions
Unlimited
Integrations
Task Dashboard
Custom Task Templates
Reporting
Vault Records
Volume-based
pricing
Letterhead
Custom Integrations
SSO
Templates Letters
Single Tenant
Estateably is a cloud-based 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.
No, each plan has a set number of users included with the monthly subscription fee. Organizations on the Advanced and Enterprise plans will not have a user limit.
Your organization’s plan will depend on how many users you need, the jurisdictions you practice in, and a limited number of vault records.
Topo Enterprises
@Topo.ioAt Estateably, my experience has been truly remarkable! The personalized service, user-friendly platform, and expert guidance made estate planning effortless.