Estateably

Estateably is a Canadian company founded in 2018, specializing in cloud-based software solutions for trust and estate administration professionals in North America. Its flagship platform streamlines the estate and trust administration process by automating tasks such as probate court form filling, estate inventory input, fiduciary accounting, and reporting to stakeholders. The software features document automation, allowing users to generate court-formatted probate forms and template letters from a library of over 1,000 documents with a single click. It also includes easy-to-use fiduciary accounting tools, comprehensive reporting capabilities, customizable task management, and simplified information input for client data and assets. Estateablys platform is trusted by over 1,000 practices and supports more than 300 firms in managing their estate and trust workflows. The company is headquartered in Montreal, Quebec, and employs around 36 people.