Estateably is the leading Professional Estate, Trust and Incapacity Accounting & Administration software, trusted by over 1000 practices across North America. Discover how Estateably delivers a seamless and effortless experience for both fiduciary professionals and clients, freeing up their time for what matters most. #Estateably #LegalTech #FinTech
Estateably
Software Development
Montreal, Quebec 1,512 followers
Effortless Estate & Trust Administration Software for Professionals
About us
The trust and estates industry has seen little in the way of innovation over the past few decades. While the fintech revolution has brought transformative change to the vast majority of financial services segments, trust and estate professionals remain largely dependent on manual workflows and paper-based processes. Without modern tools at their disposal, professional firms and financial institutions will struggle to meet the rising demand for trust and estate administration services. At Estateably, we strive to lead the digital transformation of the trust and estate industry worldwide. Estateably increases operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log. We augment current processes and methodologies with modern technology to propose a robust and compliant platform that increases staff productivity, synergies between stakeholders, customers lifetime value and business revenues. We are a purpose-built platform that digitizes and streamlines the estate and trust administration process. Our vision is bold yet simple: empower our partners with cutting-edge technology to make their work lives easier.
- Website
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http://www.estateably.com
External link for Estateably
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Montreal, Quebec
- Type
- Privately Held
- Specialties
- Software, Digital Transformation, User Experience, User-Centered Design, Workflow, Trust and Estates, Estate Settlement, Estate Administration, Trust Administration, LegalTech, and Fintech
Products
![Click here to view Probate Administration]()
Probate Administration
Law Practice Management Software
Estateably enables professionals to streamline their estate administration files by automating court forms, precedent letters and accounting, simplifying inventory management, and generating reports with one click. Save time & simplify your work: - Estate administration in the cloud enables practice-wide collaboration. - Customizable workflows to reflect how you work. - Editable lists and reminders to organize the work you need to get done. - Complete probate and estate administration task list. - Built-in approval requests for important tasks and reports. - View all your tasks across matters in one location. Powerful one-click forms & reporting: - One-click court & federal forms (1,000+ across Canada). - Generate full case activity logs. - Full court-format or simplified accounting reports. - Proposed distribution schedules. - Request for tax clearance certificates and supporting documents. - Client and court reports on inventory, distributions & much more.
Locations
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Primary
Get directions
1001 Rue Lenoir
C-211
Montreal, Quebec H4C 2Z6, CA
Employees at Estateably
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Nicolas Huray
Principal Engineer at Estateably
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Hilary Scott
Marketing & Sales Professional with a knack for partnerships, inbound marketing, content creation, digital, ops, and communication strategies.
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Leonardo Freitas Silva
Team Lead Developer at Estateably
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Mathias Weber
Chief Technology Officer
Updates
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🎄 Merry Christmas from all of us at Estateably! 🎁 We hope your holiday season is filled with joy, love, and special moments with the people who matter most. Wishing a warm and magical Christmas to all who celebrate! #Estateably #MerryChristmas #HolidaySpirit
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Thank you Entrepreneur Media for featuring Estateably! To all, we think you'll definitely enjoy the insights shared here—check it out 👉
Ari Brojde, co-founder and CEO of Estateably, had an eye-opening experience while settling his grandmother’s estate. https://lnkd.in/e-PewQzH
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💡When our CEO, Ari Brojde experienced delays settling his grandmother’s estate, he realized there had to be a better way. That experience sparked the creation of Estateably, which is now helping professionals and families navigate the $90 trillion Great Wealth Transfer faster and more efficiently. 🔎 Read the full story by Amanda Breen and Entrepreneur Media here: https://bit.ly/4go0dZ1
Great Wealth Transfer: Business Speeds Up Inheritance Process | Entrepreneur
entrepreneur.com
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🤖 AI is changing the legal landscape, including trust and estate administration. 🧠 Our latest blog explores how AI is creating unprecedented efficiency and accuracy in document analysis, legal research, and risk assessment. 💼 Read our in-depth analysis and learn how AI can bring a competitive edge to your law practice, while also understanding the current limitations of AI: https://bit.ly/3ZHcAIp #Estateably #AIinLaw #LegalTech #ArtificialIntelligence
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📜 Estate Planning vs. Will: What's the Difference? If you're unsure whether to focus on creating a will or a full estate plan, you're not alone. 🔍 While these terms are often used interchangeably, they serve different purposes in managing your legacy. This article dives into the differences and what you need to consider when deciding which option is right for you. 💡 Understanding these distinctions is crucial for ensuring your wishes are honored and your loved ones are protected. 🚀 Ready to clarify your legacy planning? Start here: https://bit.ly/3DuudUb #Estateably #EstatePlanning #WillVsEstatePlan #LegacyManagement
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💫 Celebrating 2 years with JP Guiao, our Senior UX Designer! 🥳 As our Senior UX Designer, JP is a driving force behind the innovative designs that make our software stand out. His enthusiasm for collaboration and thoughtful design shines through in every project, helping to ensure Estateably is both accessible and intuitive for everyone. Thank you, JP, for your creativity and dedication to pushing boundaries at Estateably! We’re excited to see where your vision takes us next! 🙌 #EmployeeSpotlight #TeamEstateably
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🛡️ Probate can be challenging, especially with family dynamics in play. That is why executors play a key role in managing this legal process. 📜 Our blog article explores the essential duties of an executor, from validating the will to settling debts and managing diverse assets, including modern challenges like cryptocurrencies. 💰 Plus, we address common challenges that help clients avoid costly disputes. 🚀 Interested to learn more about probate? Start here: https://hubs.li/Q02ZzBqG0 #Estateably #ProbateLaw #ExecutorTips #AssetProtection
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🔍 So many people find the distinction between a paralegal and a lawyer unclear. We get it. But knowing the differences is key. ⚖️ Whether you need legal advice, document preparation, or assistance with complex processes, knowing who to turn to can save you time, money, and frustration. 📚We dive into the duties, qualifications, and salaries of paralegals vs lawyers in this article. Equip yourself with the knowledge you need on these two critical roles to navigate your legal journey effectively! 👉 Read the article here : https://bit.ly/4f0PvWB #LegalInsights #Paralegal #Lawyer #LegalEducation #KnowYourProfessionals
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🖥️ In the digital age, estate planning isn't just about physical assets. Your clients' online presence—whether it's social media, digital photos, or cryptocurrency—needs protection too. 🔒 Digital accounts can be difficult to access without legal permissions due to privacy laws and rules. This can lead to prolonged legal battles and the potential loss of valuable memories or assets. If you consider and plan for these hurdles ahead of time, it can make all the difference in preserving digital legacies. 📚 Digital assets should be part of every comprehensive estate plan - that's why our latest blog discusses how to guide your clients through the process. Check it out to learn more about how to help clients protect their online assets: https://hubs.li/Q02Zzh140 #Estateably #EstatePlanning #DigitalAssets #AssetProtection
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