Forward-thinking accounting firms use Estateably

Eliminate manual and repetitive tasks from your estate and trust accounting and administration files.

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Organization-wide metrics at your fingertip

Cloud-based estate and trust administration and accounting software trusted by hundreds of firms nationwide

Run your estate and trust practice, your way

  • Estateably is customizable to the way you work
  • Customize your letterheads, template letters and more
  • Create custom and recurring tasks to organize your work
  • Assign tasks and set reminders to make sure everything is completed on time
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Estate and Probate Administration Software

Powerful and easy to use accounting features

  • Record all estate investment transactions, including dividend reinvestments
  • Customize and integrate executor compensation fees directly into the accounts
  • Customize and integrate care and management fees directly into the accounts
  • Seamlessly ingest PDF bank statements, using DocuVision, to eliminate manual data entry.
  • Automatically generate accounts for a custom date range in simplified or court format.
  • Generate interim, partial, and full receipts, acknowledgments, and releases.
Estate and Probate Administration Software
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Billing that models the way you work

  • Each file is invoiced separately allowing you to disburse costs to the client
  • Functionality that is adaptable to your mandate on a given file
  • No setup fees - get started in minutes
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Built for the modern legal practice

Modern, Cloud-Based Software

1

Integrations

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

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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 700 Estate & Trust Administration Practices