Montreal, Quebec, Canada — March 17, 2025 — Estateably, a leader in cloud-based trust and estate administration software, and DecisionVault, a centralized client intake portal for estate planning attorneys, announced a strategic partnership to enhance the efficiency of estate administration processes. This collaboration introduces a seamless integration that allows professionals to effortlessly import cases and contacts from DecisionVault into Estateably, eliminating redundant data entry and enhancing workflow efficiency.
“Efficient and accurate client data management is crucial in estate administration,” said Ari Brojde, CEO of Estateably. “Our integration with DecisionVault empowers professionals to synchronize client information seamlessly, enhancing productivity and minimizing errors.”
DecisionVault is a centralized hub for collecting and managing client intake data, allowing estate planning attorneys to automate key processes. By enabling clients to input their information directly through a secure portal, DecisionVault ensures greater accuracy while minimizing administrative overhead.
“Our goal at DecisionVault is to simplify the client intake process for estate planning professionals,” said Wouter IJgosse, Founder & CEO of DecisionVault. “Partnering with Estateably allows us to extend this efficiency, enabling users to integrate client data directly into their estate administration workflows.”
With trillions in assets set to transfer over the next 25 years, estate professionals face an unprecedented surge in cases. Managing this volume efficiently requires more than traditional methods—it demands smarter, more connected tools. By integrating DecisionVault’s intuitive client intake system with Estateably’s powerful estate administration platform, professionals can focus on what truly matters: delivering exceptional service to clients while navigating the complexities of estate settlement with confidence.
Estateably is a leading cloud-based software enabling professionals to streamline their estate and trust administration practices. Professionals save time through the automation of probate forms and precedent letters, the ability to manage inventory and contacts with easy-to-use accounting and one-click reports. Over 1,000 firms and over 4,000 practitioners across Canada and the United States use the award-winning software. Estateably is SOC2 Type II certified. The company has been voted the top estate and trust administration software by Canadian Lawyer Magazine and named an industry leader by American LegalTech and others. Learn more at www.estateably.com.
DecisionVault is a centralized, cloud-based client intake portal designed to simplify and streamline the intake process for estate planning attorneys. It allows clients to provide their information directly through an online portal, which can be accessed and updated by attorneys, paralegals, and clients alike. DecisionVault integrates with various legal tools, enhancing efficiency and accuracy in data management.
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