Comprehensive trust reporting, all with one-click

From trust accounting statements to distribution decision logs, save hours of manual report and audit preparation with built-in, one-click custom-branded trust administration reports in Estateably.

Distribution Proposed

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
Distribution Proposed
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Distribution Proposed

Distribution management reports

  • Cash and in specie distribution summaries
  • Audit log for trustee distribution decisions
  • Generate distribution schedules with the click of a button
Distribution Proposed
Request a demo today
Distribution Proposed

Comprehensive trust accounting reports, with one-click

  • Court-formatted and informal trust accounting reports
  • Trustee compensation fee calculations
  • Instant account reconciliations
  • Automated calculation and reporting on investments and adjusted cost base
Distribution Proposed
Request a demo today

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