Estateably Review: Estate and Trust Administration Software
Estateably helps legal and financial professionals manage probate and trust files. It is designed for firms that need to generate court-formatted documents and track fiduciary compliance across North American jurisdictions.
At a glance
- Category
- Legal
- Best for
- Solo practitioners, Small law firms, Institutional trust departments, Family office professionals, Fiduciary CPAs
- Pricing
- Platform plans start at $279/month (Starter), with Growth ($648/month) and Pro ($1,204/month) tiers. Per-file pricing is also available, starting at $149 for probate and $399 for trusts/estates/PoA.
- Key use cases
- Probate File Management, Trust Administration, Financial Statement Processing, PoA Administration
- Integrations
- Clio, DecisionVault, Google Workspace, Microsoft 365
- Official website
- www.estateably.com/
Estateably is a cloud-based platform for the administration of estates, trusts, and Power of Attorney (PoA) matters. It provides tools for fiduciary accounting and the generation of court-approved forms and template letters, supporting users across all Canadian provinces and territories and US states including New York, California, Florida, North Carolina, and Massachusetts.
The software is designed for estate and trust attorneys, trust officers at banks, CPAs specializing in fiduciary tax, and family office professionals. It uses AI to help process bank and investment statements to reduce manual data entry.
Buyers should confirm that certain features, such as the Estate Intake system, are available only in specific regions including New York, British Columbia, and Ontario. Access to integrations is also dependent on the selected pricing tier.
Key Features
Generates court-formatted probate forms and template letters from a library of over 1,000 documents.
Includes tools for managing distributions, calculating compensation fees, and creating accounting reports.
Extracts holdings and quantities from PDF bank and investment statements using AI.
Provides jurisdiction-specific task lists and dashboards to track deadlines and delegate work.
Allows executors to submit deceased details, assets, and liabilities through a secure web interface.
Supports digital storage and organization of wills, trusts, and other estate planning documents.
Use Cases
Managing the probate process including court form generation and compliance tracking.
Handling inter-vivos and testamentary trusts with fiduciary accounting and reporting.
Importing valuation reports and investment statements to build date-of-death snapshots.
Organizing Power of Attorney matters with dedicated accounting and report generation.
Best For
Integrations
Pricing
Platform plans start at $279/month (Starter), with Growth ($648/month) and Pro ($1,204/month) tiers. Per-file pricing is also available, starting at $149 for probate and $399 for trusts/estates/PoA.
FAQ
Starter is designed for solo practitioners, Growth for teams needing coordination, and Pro or Enterprise for institutional trust departments or high-volume practices.
Yes, it covers all Canadian provinces and territories, and several US states including New York, California, Florida, North Carolina, and Massachusetts.
Firms can choose monthly or annual platform plans based on annual file volume, or use a per-file plan where costs are incurred when a new file is opened.
Source category: Legal
Source subcategory: Legal Practice Management
