Distribution management

Estateably’s trust distribution section enables users to easily log disbursements from the trust to beneficiaries. Set distribution schedules, log and track distribution requests and produce audit logs for trustee distribution decisions.

Distribution Proposed

All your distribution information, in one place

  • View beneficiary interests and entitlements.
  • Track and document distribution requests and decisions.
  • Easily log distributions of capital or income
  • Create distribution schedules with the click of a button
Distribution Proposed
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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.

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