Administration does not have to be manual, repetitive, and resource intensive - Estateably saves you time and effort to help you work more productively and efficiently.
Whether you are administering an estate or a trust, Estateably enables you to work more efficiently by automatically filling more than 500 court forms and precedent and template letters. By centralizing where work gets done, Estateably enables professionals to streamline workflows and instantly generate important reports, with compliance tracking built into the background.
Some of the reasons top estate and trust professionals
are switching to Estateably.
Input information once to generate jurisdiction-specific court forms and precedent letters.
Customizable probate and trust administration tasks and reminders to organize the work you need to get done.
Generate any estate or trust report with one click.
Estate administration in the cloud enables practice-wide collaboration.
Estateably is built to connect to and enhance existing internal systems.
No setup fee, with updates, maintenance and new features are delivered continuously.
Estateably has obtained its SOC 2 Type 2 Audit certification, underlining our commitment to the highest security standards.
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