Estateably offers a suite of products that work together to support trust and estate administration, accounting, and document management.
Each product is designed to handle a specific part of the workflow while remaining fully connected to the rest of the platform.
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, allowing collaboration and controlled access.
How the products work together
Estateably products are designed to 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.
Learn more about Estateably
For a broader overview of who Estateably is for and the problems it solves, see What is Estateably?