Estateably Enterprise Plans
For financial institutions, trust companies, multi-office firms, and high-volume practices. Configured for the complexity of how you operate.
Get In Touch
Everything on the platform, built around you.
Estateably Enterprise isn't a bigger version of a standard plan, it's a fully scoped solution built around how your organization administers estates and trusts. Your jurisdictions, your workflows, your compliance requirements, your team. Enterprise plans give you the depth of the full Estateably platform, with specific configuration, dedicated support, and security that organizations at your scale require.
Enterprise Options
Frequently asked questions
It depends on the complexity of your organization; jurisdictions, team size, existing data, and any custom integrations all factor in. Our dedicated implementation team will scope a timeline with you before you sign anything.
Yes. File migration is included in enterprise plans. Our professional services team will build a migration plan with you and handle the heavy lifting.
It means a dedicated Account Manager will work with you and your team and will know your organization. You also get priority support with firm-specific SLAs, so response times are agreed upfront, not approximate.
Yes. Enterprise plans include custom integrations built around your existing tech stack. We'll scope what's needed as part of your onboarding. Standard integrations include Clio, DecisionVault, Google Workspace, and Microsoft 365.
Enterprise plans are priced based on your organization's size, jurisdictions, required features, and implementation scope. There's no standard rate card, book a conversation and we'll put together a proposal that reflects what you actually need.
Ready to make trust and estate administration less administrative?
Join thousands of legal and financial professionals who've discovered that trust estate work can be more efficient and more accurate. Your future self (and your weekends) will thank you.
Platform Features
