Trust and estate administration has traditionally been a tedious and time-consuming process for practitioners and clients alike, with complex legal requirements, extensive paperwork, and the need for meticulous attention to detail.
Additionally, the space hasn’t been as fast to modernize as other industries when it comes to updating outdated tech and replacing clunky legacy systems. But we live in a digital-first era where technology is reshaping how we work, so why shouldn’t trust and estate administration benefit from this transformative wave?
At Estateably, we’re proud to offer a suite of innovative tools with an end-to-end solution that means you don’t need to stitch together multiple software for different functions and use cases. We aim to make your work and life easier so you can focus where you need to - whether that’s high-value strategic work or spending more time balancing work with other life priorities.
Our clients tell us again and again they love Estateably. Here are some of the reasons why.
Estateably makes it easier for you to get work done. We simplify the way that data comes into the platform and automate the way that exports come out of the platform to save you time, effort, and resources. Our clients love features like Estateably’s robust accounting and reporting, instant form fills, and automatic document generation because they speed up your workflow while maintaining accuracy and precision.
And because everything is fully online, you can say goodbye to disorganized paper trails and hello to a digital ecosystem where information is always at your fingertips.
Estateably is fully web-based, which means that users can access files, data, and workflows anytime and from anywhere as long as they have an internet connection. This gives you the flexibility to work remotely and makes for more seamless communication with your team, clients, and stakeholders. Everyone can access and securely share the latest documents and the collaborative environment reduces communication errors and delays. Features like centralized task management help you see work at a glance across all matters so nothing falls through the cracks.
Estateably also happens to be the only cloud-based fiduciary system in the United States.
Our software scales to accommodate the needs of every business size - from solo practices to start-ups to enterprise businesses like banks - and the fee structure gives you flexibility to find a pricing option that works best for you, including per-file billing. The platform is hyper-customizable so you can tailor it to the unique needs of each trust or estate, or match your businesses’ operational needs as a digital front-office solution. Our goal is to make tedious and complex work easier and faster, so we’re constantly enhancing the software’s product suite to better serve your everyday administration needs.
Behind the tech, we’re people’s people and wouldn’t be where we are today without our customers. We take pride in offering the highest level of customer care and ensuring that we’re always available and hands-on to assist you. We’re equally committed to continuous improvement and providing solutions. We love to listen to our customers and learn about the specific functionality they require so we can evolve the capabilities around the pragmatic day-to-day needs and use cases in trust and estate administration.
No system exists in isolation, and this is true of estate and trust administration software. The Estateably platform integrates seamlessly with other essential tools, apps and systems for a synchronized environment of data and processes. Clients appreciate the convenience of having a unified system that connects with their existing technology stack and ensures a smooth and efficient workflow.
We understand the privacy and protection needs of all estate-related information, and security is top of mind for us. Estateably follows rigorous standards, and we maintain SOC 2 Type II compliance with data residency where your firm practices. We also use the NIST cybersecurity framework and continue to add additional security certifications so you can have peace of mind.
Whether you’re a law firm, accounting practice, trust company, or wealth management firm, Estateably can help you increase efficiency and continue to deliver your clients excellent service. Simplify your workflows and embrace the benefits of modern technology in trust and estate administration. Contact us to schedule a demo today.
Estateably Inc. © 2024
Estateably Inc. © 2023
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