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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

ELIMINATE MANUAL, REPETITIVE & TEDIOUS WORK

Document Automation

Input information once.
One-click court forms and precedent letters
Automated holdings calculations.

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Request a demo today

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DIGITIZE YOUR PROCESS

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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Request a demo today

ENHANCED COLLABORATION

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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Request a demo today

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SIMPLIFY DOCUMENTATION

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.

2

Task management

Assign tasks and set deadlines to ensure work is completed.

3

Estate accounting

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

4

Document management

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

5

Distributions

Instantly record and manage distributions.

6

Instant reporting

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

7

DocuVision

Parse financial statements to save hours of manual data input.

Trusted by over 700 Estate & Trust Administration Practices