TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Estateably

    Score8.5 out of 10
    N/AEstateably is an estate planning software solution designed to increase the user's operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.

    $69

    per month

    Pricing
    Estateably
    Editions & Modules
    Core
    $69
    per month per file
    Advanced
    $125
    per month per file
    Enterprise
    Contact Sales
    Essentials
    pay-per-use
    Offerings
    Pricing Offerings
    Estateably
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional DetailsAdd-ons: $129 / Probate $99 / Estate Accounting (probate add-on) $179 / Estate Accounting $198 / Trust Accounting $198 / PoA Accounting
    More Pricing Information
    Community Pulse
    Estateably
    Considered Both Products
    Estateably
    Chose Estateably
    I recently used an estate planning platform and was impressed with its ease of use and comprehensive features. The platform provided a wide range of legal documents, including wills, trusts, and power of attorney forms, which I was able to customize to fit my specific needs. …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    User Ratings
    Estateably
    Likelihood to Recommend
    9.0
    (1 ratings)
    User Testimonials
    Estateably
    Likelihood to Recommend
    Estateably
    Overall, I highly recommend this estate planning platform for anyone looking to create and manage their estate plan. It was a convenient, user-friendly and secure way for me to take care of my family's future. I would recommend it to any professional that is interested getting support with the generation and management of Estate Planning documents.
    Incentivized
    Read full review
    Pros
    Estateably
    • Minimizing taxes and administrative costs associated with the transfer of assets
    • Protecting assets from creditors and potential legal challenges
    • Simple interface and ease of use
    Incentivized
    Read full review
    Cons
    Estateably
    • Some features could be simplified. I.e. removing the need to use financial advisors or attorneys to assist with estate planning process.
    • Cover a wider range of estate planning topics
    Incentivized
    Read full review
    Alternatives Considered
    Estateably
    I recently used an estate planning platform and was impressed with its ease of use and comprehensive features. The platform provided a wide range of legal documents, including wills, trusts, and power of attorney forms, which I was able to customize to fit my specific needs. The user interface was intuitive and straightforward, making it easy to navigate and complete the necessary paperwork. The platform also offered a wealth of resources, including articles and videos, to help me understand the legal and financial aspects of estate planning. This was particularly helpful as I am not an expert in this area.
    Incentivized
    Read full review
    Return on Investment
    Estateably
    • Increase the efficiency of the Estate Planning process
    • Guarantee the correct management of digital documents, including the validations process
    • Expected reduction on taxes
    Incentivized
    Read full review
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