Powerful estate reporting, all with one-click

From accounting statements to progress reports, save hours of manual report preparation and generation with built-in, one-click estate administration reports in Estateably.

Generate full court-formatted accountings and informal reports with the click of a button. 

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Instantly share client updates

  • One-click summary of task progress and status
  • Only share what you need: fully customizable reporting
  • Branded with your organization’s logo
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Estate and Probate Administration Software

Automatically calculate distributions

  • Generate summary reports on beneficiaries and their interest
  • View existing and proposed distributions 
  • Auto-calculated interim distribution schedules
Estate and Probate Administration Software
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Estate inventory reports, at a glance

  • One-click summary of assets at the date of death
  • Asset list reports & inventory as of today
  • Report on unrealized liabilities
  • Report on ongoing estate trustee investments, including an auto-calculated Adjusted Cost Base
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Comprehensive accounting reports, with one-click

  • Formal, court-formatted and informal accounting
  • Executor compensation fee calculations
  • Care and Management calculations
  • Instant account reconciliations
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What our clients say

Angela Casey

Nithila Murugadas

– Partner, NIKA Law LLP

Estateably's features are intuitive and they continue to optimize for a better customer experience. One of their greatest draws is that their team is always available, helpful and resourceful in providing solutions to any problems

Jordan M. Atin, Certified Specialist (Estates & Trusts Law)

– Atin Professional Corporation & Counsel to Hull & Hull LLP

I use Estateably for all of my estate administration files. It is modern and efficient, and my staff loves it! It is head and shoulders above the competition!

Nithila Murugadas

Angela Casey

– Partner, Casey & Moss LLP

Estateably enables our firm to work seamlessly even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive to our needs.

Susan Davies

Susan Davies

– DAVIES SPINA FALQUEZ LLP

Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.

Trusted by over 500 Estate & Trust Administration Practices