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.
Estateably provies bank-level security and privacy compliance - it is Soc 2 Type II and PIPEDA compliant, and built for firms of all sizes.
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.