Estate Administration — Supports end-to-end probate and estate administration, including task management, document generation, deadlines, and workflow tracking.

Trust Administration — Enables ongoing trust management with structured workflows, compliance support, and accounting capabilities.

Power of Attorney — Supports power of attorney administration in Canada with automated forms, accounting, and reporting tailored to jurisdictional requirements.

Fiduciary Accounting — Provides court-ready accounting with automated calculations, transaction tracking, and reporting for estates, trusts, and powers of attorney.

Import AI — Uses AI-assisted processing to extract information from bank and investment statements, reducing manual data entry and improving accuracy.

Notice to Creditors — Allows compliant publication of notices to creditors, including online and newspaper publishing with affidavits where required.

Vault — Provides secure document storage and organization for planning and administration, with collaboration and controlled access.

Estateably products function as a unified system. Tasks, documents, accounting, and forms stay connected to the same file, reducing duplication and improving visibility across the entire workflow.

Users can adopt the full platform or focus on specific products based on their needs, while maintaining a consistent experience.

For a broader overview of who Estateably is for and the problems it solves, see What is Estateably?. Contact [email protected] if you have questions.