Estateably
Estate admin & trust accounting: probate, tax filings, beneficiary comms.
Overview
Estate administration and trust accounting software for advisors and trust companies. Automates probate, trust accounting, tax filings, and beneficiary communications.
Key Features
- Probate automation
- Trust accounting
- Estate tax returns
- Beneficiary portal
- Document management
- Court filing support
Integrations
QuickBooksXeroDocuSignClioVanilla
Details
- Platforms
- Web, API
- Target Users
- Trust Officers, Estate Attorneys, Family Offices, Advisors with Trust Services
- Pricing Model
- Subscription
- Starting Price
- USD 299/mo
- Full Pricing Details
- From $299/mo per firm