Trusted by over 700 Estate & Trust Administration Practices
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At Estateably, the security and privacy of your client data is our top priority. We’ve built our product according to the highest security standards and industry best practices. Estateably meets SOC2 compliance standards and we regularly conduct comprehensive audits of our applications, systems, and networks to ensure that your data is always protected.
Estateably offers many security features, including SAML SSO and Role-based access controls, to ensure best-in-class protection.
Estateably supports single sign-on (SSO) for Enterprise customers. By using the customer's existing identity management solution, Estateably provides an easy and secure way for companies to manage their team member's access. Estateably supports identity providers like Google G Suite, Azure Active Directory, OneLogin, and Okta. Estateably also supports both SAML and OAuth-based OpenID Connect.
Estateably supports role-based access control, which means the access of team members within an organization are dictated by their role (viewer, collaborator, editor, or administrator). Administrators can assign team members specific roles or revoke access using the Estateably account dashboard.
Estateably has 99% or higher uptime.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
Estateably offers many security features, including SAML SSO and Role-based access controls, to ensure best-in-class protection.
Estateably supports single sign-on (SSO). By using the customer’s existing identity management solution, Estateably provides an easy and secure way for companies to manage their team members’ access. Estateably supports identity providers like Google G Suite, Azure Active Directory, OneLogin, and Okta. Estateably also supports both SAML and OAuth-based OpenID Connect.
Estateably supports role-based access control, which means the access of team members within an organization are dictated by their role (eg. viewer, collaborator, editor, or administrator). Administrators can edit or create roles and assign team members specific roles or revoke access using the Estateably account dashboard.
Estateably has 99% or higher uptime.
Please visit our statuspage for more information.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.
Estateably’s security and availability architecture is built on top of SOC2 controls to enable best practice protection controls, implemented based on industry standards.
Access to the Estateably Production Network is restricted by an explicit need-to-know basis, utilizes least privilege, is frequently audited and monitored, and is controlled by our Operations Team. Employees accessing the Estateably Production Network are required to use multiple factors of authentication and complete extensive background checks along with many technical and administrative controls.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
All data sent to or from Estateably is encrypted in transit using 256 bit encryption. We also encrypt data at rest using an industry-standard AES-256 encryption algorithm.
Access to customer data is limited to authorized privileged employees who require it for their job responsibilities. Estateably runs a zero-trust corporate network. We have SAML Single Sign-on (SSO), 2-factor authentication (2FA), and strong password policies on OKTA, GitHub, Google, AWS, and Estateably to ensure access to cloud services is protected.
In case of a system alert, events are escalated to Estateably’s teams providing Operations, Network Engineering, and Security coverage. Employees are trained on security incident response processes, including communication channels and escalation paths.