All your estate administration tasks, in one place.

Leverage Estately out-of-the-box task list and ad-hoc to-do lists to manage how you and your team get work done. Task descriptions provide actionable information for important steps and events in the administration process. Assign tasks set deadlines and leave notes to collaborate with others and prioritize work that needs to be done.

The task management section is designed to match the way you currently organize your work. Get in touch with our team to customize the list to embed your process in Estateably.

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Organize the work that needs to get done

  • Jurisdiction specific administration information
  • Tasks are broken down into chronological phases
  • Leave notes for collaborators or for future reference
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Streamline collaboration across all files

  • Assign tasks to specific users
  • Set deadlines for yourself or your team members
  • Built-in approval requests for important tasks
  • Ad-hoc checklists and to-do lists
Request a demo today
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Save time providing updates to families

  • Instant case progress reporting
  • Only share what you want beneficiaries to see
  • Reports generated on your letterhead
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Request a demo today
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Task lists built for the way you work

  • Customize task list and phases to reflect your current process
  • Create organization-wide phase deadlines
  • Add to task descriptions to empower new team members to get meaningful work done sooner  
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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