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