Cloud-based

Manage Your Vault of Wills and Other Estate Planning Documents Digitally

Store, manage, view and update estate planning matters easily

Schedule a Demo

All your client matters at a glance

A vault of all you estate planning clients, wills and trust deeds for efficient management

Manage your estate planning documents

Store and manage estate planning documents, will clauses, client information and more for easy access and maintenance

Keep information up to date

Quickly update client records with accurate information and easy access for client requests 

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

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.

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.

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