Forward-thinking law firms use Estatebaly

Eliminate manual and repetitive tasks from your estate and trust administration work.

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Organization-wide metrics at your fingertip

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

Run your estate and trust practice, your way

  • Estateably is customizable to the way you work
  • Customize your letterheads, template letters and more
  • Create custom and recurring tasks to organize your work
  • Assign tasks and set reminders to make sure everything is completed on time
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Trust Administration Software

Reduce costs, save time, and simplify administration

  • Save over 5 hours of court form filling per file
  • Instantly generate reports for beneficiaries
  • Request client information and send documents fore-signature directly from the platform
  • Instantly synchronize estate, trust and investment accounts
Trust Administration Software
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Billing that models the way you work

  • Each file is invoiced separately allowing you to disburse costs to the client
  • Functionality that is adaptable to your mandate on a given file
  • No setup fees - get started in minutes
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Built for the modern legal practice

Modern, Cloud-Based Software

1

Integrations

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

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2

Limited tools

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

3

Security

Estateably has obtained its SOC 2 Type 2 Audit certification, underlining our commitment to the highest security standards.

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Trusted by over 700 Estate & Trust Administration Practices

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