Innovative, reliable, and flexible software solutions for portfolio management and trust operations delivered with exceptional and personal client service.
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Estateably
Workflow Software
Estateably is the leading cloud-based platform enabling professionals to streamline their estate and trust administration practices. Professionals save time with Estateably’s probate form and precedent letter automation, easy-to-use estate accounting, one-click reporting, centralized management of tasks, contacts, inventory and more. The platform is used by over 800 firms and over 2,500 practitioners across Canada and the United States. Estateably is SOC2 Type II certified and has been voted as the top estate and trust administration software by Canadian Lawyer Magazine. For more information, visit https://www.estateably.com.
