Cloud-based

Trust Accounting and Administration Software for Professionals

Manage ongoing inter-vivos and testamentary trusts with robust form and document automation, easy-to-use trust accounting and comprehensive one-click reporting.

Schedule a Demo

Estateably is the modern platform for estate and trust professionals

Forward-thinking practices are switching from legacy systems to
Estateably, here’s why:

Access your files from anywhere

Estateably’s cloud-based solution is accessible wherever you have an internet connection. No desktop installs and no hidden fees.

Collaborate with your team

Whether you are a team of 2 or 100, Estateably was built with collaboration in mind. Stay on top of deadlines, share progress reports and assign tasks internally to remain organized and efficient.

Innovative software

Take advantage of Estateably’s continuous upkeep and maintenance of probate forms and new features, including AI-powered financial statement parsing, to save you time for what matters most.

Award-Winning Estate Administration Software

1,000+ firms trust Estateably

Thousands of professionals choose Estateably for their estate and trust matters

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 where your firm practices.

Integrations

Estateably is built to integrate with the tools you use every day. We’re constantly adding new integrations to our library - contact us to learn more!

Support

Our team is here to help! From onboarding to general questions and added customizations, reach out to us to ensure you get the most out of Estateably.

How Estateably helps professionals save hours of repetitive work

A true end-to-end estate administration efficiency tool 

Input-once
Intake

Easily input or import information about the deceased and other important information to be reused throughout the matter

Contact
Management

Manage beneficiaries and
co-executors, including bequests, entitlements, auto-filling charity registration numbers, addresses and more!

Comprehensive
Reporting

Generate accounting, inventory, task deadline reports, and more with just one click, saving hours of manual report preparation and formatting.

Task
List

Never miss a deadline with customizable, jurisdiction-specific task lists with ad-hoc checklists to manage your work or delegate to your team.

Inventory
Management

Simplify how you log assets and liabilities and take advantage of automated holdings calculations for date-of-death prices, currency conversions and much more. 

Document
Automation

Instantly generate court-formatted forms and template letters from our library of over 1,000 probate forms and documents with a single click.

Estate
Accounting

A full suite of estate accounting tools is available across all matters to manage distributions, automatically calculate compensation fees and more

Clients Love Estateably

We pride ourselves on happy customers, see what they have to say!

Adam Lewis

Topo Enterprises

@Topo.io

At Estateably, my experience has been truly remarkable! The personalized service, user-friendly platform, and expert guidance made estate planning effortless.

5.0
Nithila Murugadas
Nithila Murugadas

Partner, NIKA Law LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Jordan M. Atin
Jordan M. Atin

Certified Specialists (Estates & Trusts Law), Counsel to Hull & Hull LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Angela Casey
Angela Casey

Partner, Casey & Moss LLP

Ontario, Canada

@Topo.io

“Estateably enables our firm to work seamlessly with even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive

5.0
Susan Davies
Susan Davies

Davies Spina Falquez LLP

Ontario, Canada

@Topo.io

“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”

5.0
Nithila Murugadas
Nithila Murugadas

Partner, NIKA Law LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Jordan M. Atin
Jordan M. Atin

Certified Specialists (Estates & Trusts Law), Counsel to Hull & Hull LLP

Ontario, Canada

@Topo.io

“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.”

5.0
Angela Casey
Angela Casey

Partner, Casey & Moss LLP

Ontario, Canada

@Topo.io

“Estateably enables our firm to work seamlessly with even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive

5.0
Susan Davies
Susan Davies

Davies Spina Falquez LLP

Ontario, Canada

@Topo.io

“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”

5.0