Manage Your Vault of Wills and Other Estate Planning Documents Digitally
Store, manage, view and update estate planning matters easily
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All your client matters at a glance
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Manage your estate planning documents
Store and manage estate planning documents, will clauses, client information and more for easy access and maintenance
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Keep information up to date
Quickly update client records with accurate information and easy access for client requests
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Instantly create matters without re-entering data
When the time comes, instantly create a matter within seconds to avoid redundant data entry saving you time
1,000+ firms trust Estateably
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.
Estateably is the modern platform for estate and trust professionals
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.
We pride ourselves on happy customers, see what they have to say!
Susan Davies
Davies Spina Falquez LLP
Ontario, Canada
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
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Jordan M. Atin
Certified Specialists (Estates & Trusts Law), Counsel to Hull & Hull LLP
Ontario, Canada
“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.”
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Angela Casey
Partner, Casey & Moss LLP
Ontario, Canada
“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
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Nithila Murugadas
Partner, NIKA Law LLP
Ontario, Canada
“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.”
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