Wisconsin

Probate Administration Software Built for Professionals

Automate probate form and letter generation, with easy-to-use estate accounting and one-click reporting to power your practice.

Modern Estate and Trust Administration Software for Professionals
Trusted by over 700 Estate & Trust Administration Practices

Why Professionals Love Estateably

Publishing a legally valid notice to creditors is quick and easy with Estateably. Here’s how it works:

Powerful Document and Process Automation

  • Automated filling of all Wisconsin circuit court forms.
  • Bulk precedent & template letter generation.
  • Editable form templates and letterhead.
  • Automated holdings calculations & live updates.
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Cloud-enabled Collaboration

  • Estate administration in the cloud enables practice-wide collaboration.
  • Customizable administration task lists and management to reflect how you work.
  • Notifications and reminders for upcoming deadlines.
  • View all your tasks across matters in one location.
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Simple One-click Reporting

  • Generate full case activity logs.
  • Full court-format or simplified accounting reports.
  • Proposed distribution schedules.
  • Client and court reports on inventory, distributions & more.
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What our clients say

Angela Casey

Nithila Murugadas

– Partner, NIKA Law LLP

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

Jordan M. Atin, Certified Specialist (Estates & Trusts Law)

– Atin Professional Corporation & Counsel to Hull & Hull LLP

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!

Nithila Murugadas

Angela Casey

– Partner, Casey & Moss LLP

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.

Susan Davies

Susan Davies

– DAVIES SPINA FALQUEZ LLP

Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.

Pricing

Invoiced per file, pay as you go and easily disburse the software costs to the estate

Basic

Base Price:
$99 per file
Unlimited users
Form Automation
Task management & reporting
3 custom letters
Letterhead customization
Contact management
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Professional

Base Price:
$199 per file
Everything in Basic, plus:
7 Custom letters
Basic white labelling
Single sign-on ($)
Unlimited Jurisdictions
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Enterprise

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Everything in Professional, plus:
Workflow and task list customization
Custom Reports
Enterprise SLA
Custom integrations
Assigned customer success manager
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File add-ons:

Estate Accounting

$99 per file
Access to our full suite of accounting tools, automated calculations and reporting

Frequently Asked Questions

What is Estateably?

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation, enhanced compliance and practice-wide collaboration.

I have custom templates that I would like Estateably to autofill - is that possible?

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.

Do I need to install Estateably?

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.

How customizable is Estateably?

In short, very! We can digitize your internal workflow, white label the platform, upload your practice-specific templates and generate letters on your letterhead.

What browsers are supported?

We recommend using Google Chrome or Firefox and we also support Microsoft Edge. Please note that we do not support Internet Explorer.

What security certifications does Estateably hold?

Estateably has obtained its SOC 2 Type 2 Audit certification. A copy of the report will be made available upon request to sales@estateably.com.