Manage distributions with ease

Estateably’s estate distribution section allows users to easily log cash and in specie distributions from the estate to beneficiaries. Once distributions are logged, the residual value will adjust and provide stakeholders with an up-to-date snapshot of each beneficiary’s entitlement.

Distribution Proposed

All your distribution information, in one place

  • View beneficiary bequest and residue entitlements
  • Easily log cash or in specie distributions to beneficiaries
  • Automatically update the estate’s residual value with every distribution
  • Create proposed distribution schedules with the click of a button
Distribution Proposed
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What our clients say

Angela Casey

Nithila Murugadas

– Partner, NIKA Law LLP

Estateably's features are intuitive and they continue to optimize for a better customer experience. One of their greatest draws is that their team is always available, helpful and resourceful in providing solutions to any problems

Jordan M. Atin, Certified Specialist (Estates & Trusts Law)

– Atin Professional Corporation & Counsel to Hull & Hull LLP

I use Estateably for all of my estate administration files. It is modern and efficient, and my staff loves it! It is head and shoulders above the competition!

Nithila Murugadas

Angela Casey

– Partner, Casey & Moss LLP

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.

Susan Davies

Susan Davies

– DAVIES SPINA FALQUEZ LLP

Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.

Trusted by over 500 Estate & Trust Administration Practices