Keep trust accounts up to date, automatically

Ensure that all trust and investments accounts are up to date with live bank and brokerage account synchronization.

Distribution Proposed
How it works

Sign in to your trust accounts, we’ll do the rest

  • Log in with the trust’s bank credentials
  • Over 10,000 institutions’ supported
  • Financial transactions instantly imported into trust accounting
  • Bank account balances and investment holdings updated daily
Distribution Proposed
Request a demo today
Saving professionals valuable time

Less manual, repetitive data entry

  • Save hours of time-consuming data entry each month 
  • Reduce the risk of errors in manual data entry
  • Instantly generate reports on the transactions once synchronized
Request a demo today

What Our Clients Say

Angela Casey

Nithila Murugadas

– Partner, NIKA Law LLP

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

Jordan M. Atin, Certified Specialist (Estates & Trusts Law)

– Atin Professional Corporation & Counsel to Hull & Hull LLP

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!

Nithila Murugadas

Angela Casey

– Partner, Casey & Moss LLP

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.

Susan Davies

Susan Davies

– DAVIES SPINA FALQUEZ LLP

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

Trusted by over 800 practices of all sizes across the United States & Canada