Estateably

Estateably is a cloud-based platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating practice-wide collaboration. Estateably increases operational efficiencies by automating repetitive tasks and document generation, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log. The platform is used by over 800 firms and over 2,500 practitioners across Canada and the United States. Estateably offers open API architecture built for native or flat-file integrations and financial data aggregation with customizable roles and permissions to support large teams. It has been voted as the top estate and trust administration software by Canadian Lawyer Magazine.