Easy-to-use trust accounting

Estateably’s powerful and easy-to-use trust accounting module tracks and categorizes transactions, calculates trustee compensation fees, and generates formatted reports with one click.

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All your accounting needs, in one place

  • Track all assets and liabilities
  • Automatically synchronized and updated investment account holding values and bank account balances
  • Instant currency conversions
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Trust Administration Software

All your accounting needs, in one place

  • Record all trust investment transactions, including dividend reinvestments
  • Automated recalculation of adjusted cost base following reinvestments
  • Customize and integrate trustee compensation fees directly into the accounts
Trust Administration Software
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Saving professionals time and effort

  • Seamlessly ingest PDF bank statements, using DocuVision, to eliminate manual data entry.
  • Automatically generate accounts for a custom date range in simplified or court format.
  • Create proposed distribution schedules with the click of a button.
  • Generate beneficiary receipts, acknowledgments, and releases.
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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