Estateably powers trust companies’ estate and trust digital transformation

Integrate with existing systems to enhance staff capacity and eliminate double data entry

Enter information once to automatically prefill hundred of forms, letters and reports

Automated stock and bond price lookup and currency conversions

Consolidate task management across files and view upcoming deadlines

Built-in, customizable management reporting and metrics

Standardize training by uploading and creating trust and estate task templates 

Set deadlines and reminders to ensure that tasks are completed on time

Reduce time spent on manual data entry with DocuVision for financial statements and powerful automation

Import checklists and task lists into Estateably to guide agents through required steps 

Set internal deadlines and enable sign-off for specific task completion 

Produce audit logs for all estate and trust-related activities at the click of a button

Fully customizable to your requirements, from branding to uploading internal report templates

Expand the quality and availability of reports

Enhanced visibility into files for trust officers and administrators

Selective insight into case progress

Customer portal for e-signatures, requests and document upload (coming soon)