Manage inter-vivos trusts in Estateably

Easily manage inter-vivos trust administration files in Estateably. Take advantage of powerful form and letter automation, easy-to-use trust accounting, one-click reporting, and streamlined distribution management while centralizing and organizing all your tasks.

Eliminate manual and repetitive tasks from your trust administration work.

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Features and functionality

  • Recurring task management & checklists
  • Contact and beneficiary management 
  • One-click forms, letters and reports
  • Robust trust accounting
  • Create and manage distribution requests
Distribution Proposed
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Distribution Proposed

Supported inter-vivos trusts (Canada)

  • Alter-ego trust
  • Joint spousal trusts
  • Henson trusts
  • Blind trusts
  • Pour-over trusts
  • & more!
Distribution Proposed
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Supported inter-vivos trusts (USA)

  • Simple Couple’s Trusts
  • AB Trusts (Bypass & Survivor)
  • ABC “Martial” Trusts (Bypass & Survivor & QTIP)
  • Children’s Trusts
  • Unitrusts: Standard, Net Income, Flip
  • Incentive Trusts
  • Charitable Remainder Annuity Trusts
  • Charitable Remainder Unitrusts
  • Charitable Lead Annuity Trusts
  • Charitable Lead Unitrusts
  • Qualified Subchapter S Trust (QSST)
  • Offshore Trusts
  • Irrevocable life insurance trust (ILIT)
  • Split-dollar funding life insurance trust
  • Cross-purchase life insurance trust
  • Disability buyout insurance trust
  • Generation skipping transfer trust (GST)
  • Qualified personal residence trust (QPRT)
  • Grantor retained annuity trust (GRAT)
  • Grantor retained unitrust (GRUT)
  • Intentionally defective irrevocable trust (IDIT)
  • Dynasty trust
  • Asset protection trust
  • Delaware incomplete nongrantor trust (DING)
  • Electing small business trust (ESBT)
  • Spousal lifetime access trust (SLAT)
  • Totten Trusts
  • IRA Trusts
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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