Fasken

Richter

National Bank

Canada

English

French

Professionals save time with Estateably's probate form and precedent letter automation, easy-to-use estate accounting, centralized management of tasks, contacts, inventory, and more. Save time with automation of court forms and letters, simplifed inventory and beneficiary management with powerful one-click court formatted reporting.&nbsp;
Estateably provies bank-level security and privacy compliance - it is Soc 2 Type II and PIPEDA compliant, and built for firms of all sizes.&nbsp;
The platform is used by over 800 firms and over 2,500 practitioners across Canada and the United States. Bilingual support is available for trust companies and national law and accounting firms.
Estateably offers open API architecture built for native or flat-file integrations and financial data aggregation with customizable roles and permissions to support large teams.
It has been voted as the top estate and trust administration software by Canadian Lawyer Magazine.
&nbsp;

Law Firms - 20-99 lawyers

Law Firms - 100-499 Lawyers

Law Firms - 500+ lawyers

Cloud

Estateably

Wills and Probate

North America

Estateably is a platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating practice-wide collaboration. Estateably increases operational efficiencies by automating repetitive tasks and document generation, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.

Document Automation

Compliance Solutions

Documents

Compliance

Template Builder

Reporting

User Questionnaire

Document Preview

External Sharing

Document Suites

Approval Workflows

Collaboration

No-Code Automation

Document Assembly

We want Casetext to be judged on its merits. Legaltech Hub levels the playing field, allowing attorneys and executives to objectively evaluate what we do.

At the Digital Legal Exchange, we work with the legal functions of some of the world's leading corporations to help them accelerate their digital transformation. Technology is a critical part of the toolkit. Legaltech Hub provides independent guidance and information to help corporate legal teams evaluate their options and inform their purchase decisions.

My Reed Smith colleagues and I have used Legaltech Hub to identify current providers of technology solutions. It is really helpful to view all the tools in one place, consistently categorised by solution type and key features.

Our involvement with LegalTech Hub has given us many leads and created speaking opportunities. The value of LTH goes way beyond a listing and leverages Nikki’s and Jeroen’s vast network.

A decade ago, it was reasonably easy to keep on top of what legaltech products were out there. No longer! Nikki, Jeroen, and team have built a comprehensive resource that legaltech buyers can use to find tech meeting their needs, and where vendors can get information in front of prospects at the relevant moment. Worthwhile offering from a respected (and excellent) group of people!

Fireman &amp; Company's clients expect us to be current on the latest innovative technology solutions. It used to be difficult to navigate the legaltech market and explore new tools and platforms. Legaltech Hub changed that - I now have one place to go where I can easily find all the information I need.

The legal tech industry is moving at such a fast pace and a big part of my job is to stay on top of it all. Legaltech Hub is my go-to resource for any research I need to do on new companies and products.