Cloud-based
Manage Your Vault of Wills and Other Estate Planning Documents Digitally
Store, manage, view and update estate planning matters easily
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A vault of all you estate planning clients, wills and trust deeds for efficient management
Store and manage estate planning documents, will clauses, client information and more for easy access and maintenance
Quickly update client records with accurate information and easy access for client requests
When the time comes, instantly create a matter within seconds to avoid redundant data entry saving you time
Thousands of professionals choose Estateably for their estate and trust matters
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.
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!
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.
Forward-thinking practices are switching from legacy systems to
Estateably, here’s why:
Estateably’s cloud-based solution is accessible wherever you have an internet connection. No desktop installs and no hidden fees.
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.
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.
Topo Enterprises
@Topo.ioAt Estateably, my experience has been truly remarkable! The personalized service, user-friendly platform, and expert guidance made estate planning effortless.
“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.”
“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.”
“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
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
“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.”
“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.”
“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
“Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.”
Estateably Inc. © 2024
Estateably Inc. © 2023