Solution introduction
Trust Accounting and Administration Software for Professionals
Manage ongoing inter-vivos and testamentary trusts with robust form and document automation, easy-to-use trust accounting and comprehensive one-click reporting
Estateably is the modern platform for estate and trust professionals
Forward-thinking practices are switching from legacy systems to Estateably, here’s why:
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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.
