Easy-to-use estate accounting

Estateably’s powerful and easy-to-use estate accounting module tracks and categorizes transactions, calculates executor compensation fees, and generates formatted reports with one click.

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Comprehensive inventory tracking

Intuitive inventory management

  • Track all assets and liabilities
  • Automatically synchronized and updated holdings account values
  • Instantly calculate date of death stock and bond values
  • Instant currency conversions
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Powerful estate accounting

All your accounting needs, in one place

  • Record all estate investment transactions, including dividend reinvestments
  • Automatically recalculate adjusted cost base following reinvestments
  • Customize and integrate executor compensation fees directly into the accounts
  • Customize and integrate care and management fees directly into the accounts
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Reporting and automation

Saving professionals time and effort

  • 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
  • Create proposed distribution schedules with the click of a button
  • Generate interim, partial, and full distribution receipts, acknowledgments, and releases
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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 700 Estate & Trust Administration Practices