All your documents, in one place

Store trust deeds and manage all trust-related documents in one place. All forms and reports generated are automatically saved and stored in the file’s document section. Create, manage and maintain multiple versions of forms while organizing and categorizing them in folders for quick access.

Distribution Proposed

Organize and collect all trust-related documents

  • Upload any relevant documents for easy reference
  • Any forms and reports generated are stored in one place
  • Share documents with your team from anywhere
  • Bulk export of documents for submissions
Distribution Proposed
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Estate and Probate Administration Software

Manage documents internally and externally

  • Store Financial statements uploaded through DocuVision
  • Send documents for e-signature (coming soon)
  • Connect Estateably to your document management system (coming soon)
Estate and Probate Administration Software
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 estate and trust administration practices of all sizes