Powerful Trust Administration & Accounting

All of your trust administration, accounting and reporting in one place.

Estateably enables our firm to work seamlessly even with a fully remote team.
Angela Casey
Partner, Casey & Moss LLP
Nithila Murugadas
ELIMINATE MANUAL, REPETITIVE & TEDIOUS WORK

Document Automation

  • Input information once.
  • One-click federal forms and precedent letters.
  • Automated stock and bond price lookup and conversion.
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DIGITIZE YOUR PROCESS

Bring Trust Administration Online

  • Complete trust administration ongoing task list
  • Customizable workflows to reflect how you work
  • Editable lists and reminders to organize the work you need to get done
  • Instantly synchronize and import trust accounts
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ENHANCED COLLABORATION

Collaborate From Anywhere

  • Trust administration in the cloud enables practice-wide collaboration
  • Built-in approval requests for important tasks and reports
  • Never miss a deadline with a robust notifications engine
  • Easily create testamentary trusts from estate administration files
SIMPLIFY DOCUMENTATION

Simple Reporting

  • Full case activity log.
  • Full court-format or simplified accounting reports.
  • Trustee distribution schedules and decisions.
  • Client and court reports on assets, liabilities & more.
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Trust administration Jurisdictions

The following provincial court, probate and template forms and letters are available for instant generation in Estateably.

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