Estateably

Streamline estate and trust administration with AI and automation.

by Estateably ยท Tax Compliance

Executive Summary

Estateably is a web-based platform designed to modernize and simplify estate and trust administration for legal professionals, law firms, and trust companies. It provides a comprehensive suite of tools to enhance precision, efficiency, and transparency in managing complex estate files. The platform's core capabilities include AI financial parsing for effortless data input, a vast library of over 1,000 probate forms for instant completion, and robust fiduciary accounting and reporting features. Estateably automates document generation, simplifies financial tracking, and offers task management to streamline workflows, significantly reducing manual effort and potential errors. Built on a cloud-based, open API architecture, Estateably ensures secure access and enables seamless collaboration, allowing firms to grant controlled access to clients or external accountants. Its per-file pricing model offers flexibility, enabling professionals to accurately forecast and pass costs directly to the estate, making it suitable for practices of all sizes.

Use Cases

  • Automating probate form completion and legal document generation.
  • Simplifying fiduciary accounting and financial reporting for estates and trusts.
  • Streamlining data input and parsing financial documents using AI.
  • Managing tasks and workflows for efficient estate administration.
  • Collaborating securely with clients and external professionals on estate files.

Features

Visibility

  • Robust Accounting & Reporting: Comprehensive tools for managing estate and trust finances, including ledgers, transactions, and financial statements.
  • Instant Form Fills & Document Generation: Automates the completion of over 1,000 probate forms and generates legal documents and letters quickly.
  • Task Management: Streamlines workflows by tracking tasks and deadlines for each estate and trust file.
  • Client & External Access: Securely grant controlled access to clients or external accountants for collaboration and verification.

Intelligence

  • AI Financial Parsing: Automatically extracts and categorizes financial data from documents, reducing manual input and improving accuracy.

Technical Specifications

Architecture
Cloud-based, open API architecture
Deployment
SaaS
Authentication
SSO/SAML
API Available
Yes

Integrations

  • Estatesearch
  • Prismatic

Pricing

Model
Per-file basis
Starting Price
Starting at $129 per file
Target Customer
SMB,Mid-Market