Cloud-based automated form and letter generation, with easy-to-use accounting and one-click reporting to digitize and power your practice.
Estateably's product suite is built to save professionals valuable time
Estateably digitizes and automates court form filling, letter generation and all estate-related inputs, all in one place. Generate compliance or beneficiary reports in seconds!
Simplify the way you manage trust accounts. Document minutes, log distribution requests and easily generate federal forms & compliance reports with one click.
Streamline guardianship administration by automating forms, centralize accounting and take advantage of automated PDF transaction extraction.
Why over a thousand professionals are making the switch.
Input information once
Estateably uses information from the intake to instantly generate probate forms, letters and reports with a single click.
Bringing collaboration online
Collaborate with your team from anywhere or share information with co-executors all in one platform.
Industry leading security
We understand the security and privacy of all estate-related information. Estateably is proud to maintain SOC 2 Type II compliance with data residency in your firm's jurisdiction.
Simple, client-disburseable pricing
Our pricing reflects the way professionals bill for their services. No contracts, no subscriptions - plans start at $99 per probate file with costs that can be passed through to the estate.
Book a 40-minute demo with our team and try Estateably risk free!