Estateably is a trust and estate administration, cloud-based platform designed to reduce administrative burden through intelligent automation. It helps professionals manage complex workflows, stay compliant across jurisdictions, and keep work organized from start to finish.
What problem Estateably solves
Trust and estate administration involves significant operational work, including document management, compliance tracking, accounting, and client communication. These tasks are often manual, repetitive, and time-consuming.
Estateably automates operational bottlenecks that slow work down, helping reduce compliance stress, eliminate manual busywork, and improve transparency across files.
How Estateably is used
Estateably is designed to support the full lifecycle of a file, from intake through completion. Users can manage tasks, documents, accounting, compliance steps, and communication in one centralized platform.
The system adapts to different workflows while maintaining structure, making it suitable for a wide range of firm sizes and jurisdictions.
Where Estateably operates
Estateably supports trust and estate work across North America, with tools designed to adapt to jurisdictional requirements and cross-border workflows.
This includes:
Jurisdiction-specific forms and workflows
Coverage across all Canadian provinces and territories
Active and expanding support across key U.S. states
Support for multi-jurisdiction and cross-border matters
Estateably is SOC 2 Type II certified and supports applicable data residency requirements. You can view and request Policy Documents.
Learn more about Estateably
To understand the specific tools available within the platform, see Explaining Estateably Products, which outlines each product area and how they work together.