Estateably powers trust companies’ estate and trust digital transformation

Organization-wide metrics at your fingertip

Cloud-based estate and trust administration software trusted by hundreds of firms nationwide.

Unlock additional capacity

  • Integrate with existing systems to enhance staff capacity and eliminate double data entry
  • Enter information once to automatically prefill hundred of forms, letters and reports
  • Automated stock and bond price lookup and currency conversions
  • Consolidate task management across files and view upcoming deadlines
  • Built-in, customizable management reporting and metrics
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Distribution Proposed
Estate and Probate Administration Software

Reduce labour and training costs

  • Standardize training by uploading and creating trust and estate task templates 
  • Set deadlines and reminders to ensure that tasks are completed on time
  • Reduce time spent on manual data entry with DocuVision for financial statements and powerful automation
Estate and Probate Administration Software
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Ensure compliance

  • Import checklists and task lists into Estateably to guide agents through required steps 
  • Set internal deadlines and enable sign-off for specific task completion 
  • Produce audit logs for all estate and trust-related activities at the click of a button
  • Fully customizable to your requirements, from branding to uploading internal report templates
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Distribution Proposed
Estate and Probate Administration Software

Enhance customer experience

  • Expand the quality and availability of reports
  • Enhanced visibility into files for trust officers and administrators
  • Selective insight into case progress
  • Customer portal for e-signatures, requests and document upload (coming soon)
Estate and Probate Administration Software
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Built for the modern trust company

Modern, Cloud-Based Software

1

Integrations

Estateably is built to connect to and enhance existing internal systems.

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2

Security

Estateably has obtained its SOC 2 Type 2 Audit certification, underlining our commitment to the highest security standards.

3

Roles, Permissions and Collaboration 

Set up teams, individual roles and permissions to manage who can view, edit and collaborate on any given file.

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Trusted by over 500 Estate & Trust Administration Practices