The platform for modern paralegals and law clerks

Estateably significantly reduces the amount of time spent on manual, repetitive tasks, streamlining and empowering your work with modern tools.

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Organization-wide metrics at your fingertip

Cloud-based estate and trust administration software trusted by hundreds of firms nationwide

Reduce time spent on data entry and form generation

  • A comprehensive bank of over 500 forms and precedent letters to generate
  • Stock and bond values are automatically calculated and converted based on the date of death
  • DocuVision automatically scans and imports transitions from bank and brokerage statements
  • Precedent letters and reports are customizable to your firm’s letterheads
  • Upload your own precedents to Estateably for instant generation
  • Access your files from anywhere with an internet connection
Distribution Proposed
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Distribution Proposed
Estate and Probate Administration Software

Instantly generate internal and external reports

  • A full case activity log
  • Full court-format or simplified accounting reports
  • Proposed distribution schedules
  • Request for tax clearance certificates and supporting documents
  • Client and court reports on inventory, distributions & more
Estate and Probate Administration Software
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Empowering trust and estate professionals

Modern, Cloud-Based Software

1

Collaboration

Collaborate with your team from anywhere with cloud-based estate and trust administration.

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2

Ongoing support

No setup fee, with updates, maintenance and new features delivered continuously.

3

Integrations

Estateably is built to connect to and enhance existing internal systems.

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Trusted by over 700 Estate & Trust Administration Practices