Power your Solo Practice with Estateably

Power your practice with award-winning, cloud-based estate and trust administration software to save yourself valuable time.

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Organization-wide metrics at your fingertip

Save over 5 hours of manual, repetitive administration work per file

Run your estate practice, your way

  • Easily share files with in-house or virtual clerks and assistants
  • Add your letterheads, precedents and more
  • Create custom and recurring tasks to organize your work
  • Assign tasks and set reminders to make sure everything is completed on time
  • Access your files from anywhere you have an internet connection
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Estate and Probate Administration Software

Reduce costs, save time, and simplify administration

  • Save hours of court form filling per file 
  • Instantly generate reports and accounting
  • Request client information and send documents for e-signature directly from the platform
  • Instantly synchronize estate, trust and investment accounts
Estate and Probate 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 solo practitioner

Modern, Cloud-Based Software

1

All-in-one

Estateably is your hub for estate and trust administration.

2

Ongoing support

No setup fee, with updates, maintenance and new features 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