Manage testamentary trusts in Estateably

Eliminate manual and repetitive tasks from your trust administration work.

Easily manage testamentary 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.

Distribution Proposed

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
  • Instantly create testamentary trusts from Estateably estate administration files (coming soon)
Distribution Proposed
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Trust Administration Software

Supported testamentary trusts

  • Separate Children’s Trusts
  • Family “pot” Trusts
Trust Administration Software
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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