Compare our Estate Accounting Plans
Starter
Up to 10 new files per year 25% discount when paying annually
Growth
Up to 25 new files per year 30% discount when paying annually
Pro
Up to 50 new files per year 35% discount when paying annually
Estate, Trust, & POA
No subscriptions, no renewals
Compare Our Plans by Features
Frequently asked questions
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 unlimited users included with the monthly subscription fee.
Estateably holds a SOC 2 Type 2 Audit certification and undergoes regular penetration testing. A copy of the reports can be made available upon request to sales@estateably.com.
Our setup and onboarding fee covers a 1:1 onboarding session after your demo, uploading your firm’s letterhead to Estateably’s template letters and account setup for you and your team.
