Automate, centralize and collaborate on testamentary & inter-vivos trust accounting, distributions, document management, reporting and much more

Estate professionals are saving 5+ hours of administrative work per file with Estateably

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

Document Automation

  • Input information once.
  • One-click court forms and precedent letters.
  • Automated stock and bond price lookup and conversion.
Distribution Proposed
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Distribution Proposed
Distribution Proposed

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
Distribution Proposed
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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 (Coming soon)
Distribution Proposed
Distribution Proposed

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.
distribution proposed
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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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