Proud ClioCon 2026 Sponsor

Get set up on Estateably for $450, with your first full file.

Our ClioCon offer gives you setup, onboarding, and one full file for $450, a $299 savings. Connect Clio and enter your file details once, and Estateably fills in your probate forms and letters.

Estateably integration with Clio

Trusted by

Blaney McMurtry LLP Casey & Moss Levy Salis National Bank Siskinds LLP Walsh
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Frequently Asked Questions

You have questions, we have answers

Yes. Estateably integrates with a variety of third-party tools and is built on an open API architecture, enabling custom integrations to fit your existing tech stack.

No hidden fees. No billing surprises.

Pay-per-file
Pay when you open a file. Easy to disburse costs directly to clients.

Platform Plans
Predictable pricing for firms managing an ongoing book of estate and trust files. Three tiers - Starter, Growth & Pro - based on annual file volume. Save with annual billing.

Enterprise
For trust companies and high-volume practices. Tailored to your workflows and compliance requirements.

Visit www.estateably.com/pricing for full details

Estateably is built with a strong focus on data security and regulatory compliance. Our platform uses military-grade encryption and is SOC 2 Type II compliant, ensuring your data is protected at every step.