Connect Estateably to enhance existing software

Estateably integrates with leading software to eliminate repetitive data entry and connect your systems together.

Organization-wide metrics at your fingertip

Integrations to connect all areas of your firm

Practice & Client management 

Update client records and create additional follow up tasks for other areas of your practice

cliopractice panthercosmolex

Accounting systems

Push information from your system of record directly into Estateably and make use of its purpose-built reports.

broadridgeclio
Innotrust

Document management 

Push documents generated in Estateably to your Document Management System to ensure all client documents are stored in one place. 

sharepointsalesforcegoogle drive 
dropbox

Productivity tools

Instantly view tasks you have assigned to collaborators and monitor their progress. Get notified when a deadline is approaching, or assign tasks to collaborators

monday.comoutlookGsuite
Request an integration
Trusted by estate and trust administration practices of all sizes