Automate probate form and letter generation, with easy-to-use estate accounting and one-click reporting to power your practice.
Find out why thousands of professionals use Estateably to power their probate and
estate administration practice.
Estateably digitizes and automates court form filling, letter generation and all estate-related inputs, all in one place. Generate compliance or beneficiary reports in seconds!
Simplify the way you manage estate accounts. Estateably saves users hours by scanning bank statements, fully automating accounting entries and reporting.
Our team is here to help! General questions or added customizations, reach out to us to ensure you get the most out of Estateably.
Publishing a legally valid notice to creditors is quick and easy with Estateably. Here’s how it works:
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 even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive to our needs.
Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.
Invoiced per file, pay as you go and easily disburse the software costs to the estate
Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.
Yes! All letters with the exception of court forms can be generated on your letterhead. Users can contact firstname.lastname@example.org 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.
In short, very! We can digitize your internal workflow, white label the platform, upload your practice-specific templates and generate letters on your letterhead.
We recommend using Google Chrome or Firefox and we also support Microsoft Edge. Please note that we do not support Internet Explorer.
Estateably has obtained its SOC 2 Type 2 Audit certification. A copy of the report will be made available upon request to email@example.com.