Estate and trust administration software built for the modern professional

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.

All your administration needs - in one place

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.

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500+
500
Firms

Why professionals are switching to Estateably

Some of the reasons top estate and trust professionals
are switching to Estateably.

Automation

Input information once to generate jurisdiction-specific court forms and precedent letters. 

Task Management

Customizable probate and trust administration tasks and reminders to organize the work you need to get done.

Instant reporting

Generate any estate or trust report with one click.

Collaboration

Estate administration in the cloud enables practice-wide collaboration.

Estate and Probate Jurisdictions

The following provincial court, probate and template forms and letters are available for instant generation in Estateably.

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Digitize and modernize the way you work

1

Integrations

Estateably is built to connect to and enhance existing internal systems.

2

Ongoing support

No setup fee, with updates, maintenance and new features are delivered continuously.

3

Security

Estateably has obtained its SOC 2 Type 2 Audit certification, underlining our commitment to the highest security standards.

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Trusted by over 500 Estate & Trust Administration Practices