Estateably

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

🤖 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

📜 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

💫 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

🛡️ 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

🔍 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

🖥️ 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

📣 Big news for estate planning professionals! The IRS has increased the estate and gift tax exemption to $13.99 million per person for 2025, up from $13.61 million. 🔍 But there's a catch. This increased exemption is set to expire after 2025 unless Congress takes action. If it sunsets, the exemption will return to 2017 levels, adjusted for inflation. 👉 Learn more about the implications of these changes in this article by CNBC: https://hubs.li/Q02ZyLgN0 #Estateably #TaxStrategy #TaxExemption #IRSUpdates

💫 Celebrating 2 years with Avery Krainer! 🥳 As one of our Customer Success Managers, Avery has been a familiar and trusted face to many of our users. By gathering customer feedback, he helps drive meaningful improvements to our software. “When I joined Estateably we already had an industry leading offering, but the improvements that we have seen on the accounting side and the ones we are soon to release to customers will be game changers so the future looks bright,” he shares. Thank you, Avery, for representing our users so well and helping shape an exciting future at Estateably! 🙌

❓Considering handling estate administration on your own? It might be time to rethink that strategy. Hiring a fiduciary can be the smarter choice. 🛡️ Professional fiduciaries offer specialized legal and financial knowledge that leads to reduced risks, better asset value, and compliance with all regulations. Their objectivity can also help avoid conflicts among beneficiaries. 🗂️ Fiduciaries also ensure that the legal, financial, and tax matters of estate administration are handled with precision. They can save the estate significant costs by expertly avoiding common pitfalls. Learn more about the benefits of hiring a professional: https://hubs.li/Q02ZyJcq0 #Estateably #FiduciaryServices #FinancialPlanning #EstateOptimization