Tired of old estate software?
We don't blame you.

Try a modern platform that actually works!

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Our advantage

Why smart firms ditched legacy software for Estateably:

  1. Security that actually secures
  2. We've been here since 2018
  3. Pricing that makes sense
  4. We keep improving

What makes switching to Estateably worth it:

Always current forms and coverage

We stay on top of every form change so you don't have to worry about outdated forms or missing coverage

Responsive customer support

Our team answers when you need us, and we’re here to help make the software change as effortless as possible

Built for practitioners

Every feature is designed around how your work actually gets done: from intake to task management, form generation to estate accounting

Per file pricing

We offer per-file pricing that you can pass directly back to your clients. No upfront subscriptions, and you only pay when you're using the platform for billable work

Dedicated onboarding and set-up

Our team handles the entire setup process. We'll help import your existing data, walk you through the platform, and make sure you're comfortable before you handle your first file

Canadian-owned

We are proudly
Canadian-owned

Firms that trust Estateably
(they're just a part of the 1000+)

Richter
National Bank
Fasken
Blaney McMurty
Fogler Rubinoff

Very Streamline Product - Easy to Use

"I love that the software is web-based, versatile, customizable and easy to learn. Estateably made it very easy to switch from our former software and we are very pleased with the product."

Deanne
Accounting Software

Everything you need
(like actual software features)

Estate & Trust Administration

Legal Document Automation

Fiduciary Accounting

Watch our 2-minute video on task management
(see how your workflow could change for the better!)

Frequently Asked Questions

Answers to The Questions We Think You'll Ask Us

What kind of support do you offer?

Enterprise clients receive dedicated support from our team via email, phone, and video conferencing. Comprehensive onboarding is provided for all users to ensure a smooth transition.

Does your software integrate with other tools we use?

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.

How much does the software cost?

Pricing is customized for each Enterprise client based on factors such as the number of users, volume of cases, required integrations, jurisdictions, and security needs. For detailed pricing information, please contact us at sales@estateably.com

How does your software ensure data security and compliance?

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.

What problem does this software solve, and how does it align with our needs?

Estateably streamlines estate and trust administration by offering tools for task and workflow management, inventory tracking, document automation, and accounting reports—helping professionals manage matters more efficiently and with greater accuracy.