Last Updated
Overview
Estateably is a cloud-based estate and trust administration software for legal and financial professionals. Although the original assets list lacks death and closing date values, the platform provides powerful document automation for court forms. It also offers one-click fiduciary accounting and team collaboration.
Estateably Specifications
- Case Management
- Trust Accounting
- Document Automation/Assembly
- Client Portal
Estateably Features
Document Automation
The platform instantly generates over 1,000 court-formatted probate forms and template letters, leveraging initial client data input. This feature significantly reduces the time your staff spends on manual form-filling, minimizing the risk of administrative errors.
Fiduciary Accounting
A complete suite of tools is provided to manage the financial aspects of an estate, trust, or Power of Attorney mandate. This includes managing distributions, automatically calculating compensation fees, and simplifying complex ledger entries.
One-Click Reporting
Users can generate comprehensive, court-formatted formal and informal reports, task deadline summaries, and passing of accounts in seconds. This capability eliminates the need for manual preparation, enabling swift updates to clients and stakeholders.
Task Management
Customizable task lists are automatically generated for every new file created within the system. This allows users to effectively track critical deadlines, assign responsibilities to team members, and monitor the overall progress of the administration.
Pros And Cons of Estateably
Pros
Entering data generates probate forms smoothly without any errors
User-friendly, reasonably priced, and excellent customer support provided
Makes probate process efficient, guiding step by step entirely
Web-based, versatile, customizable, easy to learn and switch
Cons
Some growing pains customizing documents for firm precedents
No chat help box for minor quick questions available
Sometimes hunting required for documents rather than automated selection
Estateably Reviews
Total 23 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars83%
4
Stars17%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Patricia P.
Law Practice, 1-10 employees
“estate database that works”
Pros
Each estate can have its own database set up and I can update or edit the information whenever needed.
Cons
Getting everything integrated was pretty simple. I just followed the tutorial without any formal training on the software and I was able to learn it fairly quickly.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
10
Kathleen D.
Law Practice, 11-50 employees
“all-in-one estate administration”
Pros
It covers the full estate administration process with a very comprehensive set of features, touching practically every part of the work.
Cons
There were a few growing pains while we adapted the documents and other details to match our own precedents but the support team was consistently excellent and made the transition feel very manageable.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Samantha L.
Law Practice, 101-500 employees
“excellent accounting and simple setup”
Pros
Adding information into the system is really simple and the accounting side of the software is fantastic.
Cons
I just wish the software asked its questions in a more direct way.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Estateably software offer an API?
No, Estateably does not have a public API available.
What other apps does Estateably software integrate with?
The software integrates with Microsoft Outlook, and Gmail, allowing seamless email and task management within the platform.
Who are the typical users of Estateably software?
Typical users are legal, financial, and accounting professionals. This primarily includes law firms specializing in estates and trusts, CPA firms, and the trust company arms of financial institutions across North America.
What language does Estateably software support?
Estateably supports two languages to accommodate its users, English and French.
What types of pricing plans does Estateably software offer?
Estateably offers flexible pay-per-file and monthly plans: Free $0, Core $69/month, Advanced $125/month, and Enterprise is available at a Custom pricing. Review the detailed Estateably price breakdown to choose the best plan.
What level of support does Estateably software offer?
Estateably provides robust support through a Knowledge Base, FAQs, blogs, and chat.
Does Estateably software have a mobile app?
No, Estateably is a cloud-based platform that is accessible via a web browser on any device with an internet connection. It does not offer a dedicated mobile application for iOS or Android users.