Estateably

Estateably builds software for settling estates and administering trusts. It digitises paper-based steps while keeping to regulatory rules, with the aim of shortening a process that its profile says can take years in Canada. It covers both Canadian and US jurisdictions.

What Estateably offers

• Workflow automation — AI-driven handling of document management, compliance tracking and client communications.
• Court forms — location-specific probate forms across Canadian provinces and territories, and in active US states, with updates as courts change them.
• Accounting and reporting — fiduciary accounting and reporting inside the platform.
• Task and record management — keeps trust information, tasks and files organised in one place.
• Creditor notices — publishes a notice to creditors using details already on file.

Who it works with

Estate and trust attorneys, trust officers at banks and trust companies, CPAs preparing fiduciary returns, family office professionals and private fiduciaries, and solo or small-firm attorneys.

Key facts

• Coverage: Canada and the United States
• Security: SOC 2 Type II certified