Automating estate and probate administration forms, accounting reporting and much more

Estate professionals are saving 5+ hours of administrative work per file with Estateably

Nithila Murugadas
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.
Angela Casey
Partner, Casey & Moss LLP

Document Automation

  • Input information once.
  • One-click court forms and precedent letters
  • Automated holdings calculations.
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Bring Estate Administration Online

  • Complete probate and estate administration task list.
  • Customizable workflows to reflect how you work.
  • Editable lists and reminders to organize the work you need to get done
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Collaborate From Anywhere

  • Estate administration in the cloud enables practice-wide collaboration.
  • Built-in approval requests for important tasks and reports.
  • Never miss a deadline with a robust notifications engine.
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Simple Reporting

With one click you can generate:

  • A full case activity log
  • Full court-format or simplified accounting reports
  • Proposed distribution schedules
  • Request for tax clearance certificates and supporting documents.
  • Client and court reports on inventory, distributions & more.
1

Form automation

Instantly generate hundreds of court forms and template letters.

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2

Task management

Assign tasks and set deadlines to ensure work is completed.

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3

Estate accounting

A robust, easy-to-use estate accounting system.

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4

Document management

Manage any estate or trust document, all in one place.

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5

Distributions

Instantly record and manage distributions.

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6

Instant reporting

Instantly generate custom estate and trust reports. All with one click

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7

DocuVision

Parse financial statements to save hours of manual data input.

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Trusted by estate and trust administration practices of all sizes