AI TOOL PROFILE
Estateably Review: Estate and Trust Administration Software
- Legal
- Legal Practice Management
- 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.
At a glance
- Best for
- Solo practitioners, Small law firms, Institutional trust departments, Family office professionals, Fiduciary CPAs
- Key use cases
- Probate File Management, Trust Administration, Financial Statement Processing, PoA Administration
- Integrations
- Clio, DecisionVault, Google Workspace, Microsoft 365
- Official website
- Visit estateably official website
How AI is used
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
Document Automation
Generates court-formatted probate forms and template letters from a library of over 1,000 documents.
Fiduciary Accounting
Includes tools for managing distributions, calculating compensation fees, and creating accounting reports.
AI Statement Processing
Extracts holdings and quantities from PDF bank and investment statements using AI.
Task Management
Provides jurisdiction-specific task lists and dashboards to track deadlines and delegate work.
Digital Estate Intake
Allows executors to submit deceased details, assets, and liabilities through a secure web interface.
Secure Document Vault
Supports digital storage and organization of wills, trusts, and other estate planning documents.
Use Cases
Probate File Management
Managing the probate process including court form generation and compliance tracking.
Trust Administration
Handling inter-vivos and testamentary trusts with fiduciary accounting and reporting.
Financial Statement Processing
Importing valuation reports and investment statements to build date-of-death snapshots.
PoA Administration
Organizing Power of Attorney matters with dedicated accounting and report generation.
Integrations
- Clio
- DecisionVault
- Google Workspace
- Microsoft 365
FAQ
Which Estateably plan is right for my firm?
- Starter is designed for solo practitioners, Growth for teams needing coordination, and Pro or Enterprise for institutional trust departments or high-volume practices.
Does Estateably support US and Canadian jurisdictions?
- Yes, it covers all Canadian provinces and territories, and several US states including New York, California, Florida, North Carolina, and Massachusetts.
How is Estateably pricing structured?
- 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
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