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Estateably

Estateably

Overview

What is Estateably?

Estateably 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.

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Recent Reviews
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Pricing

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Basic Estate Administration

$99

Cloud
per file

Professional Estate Administration

$199

Cloud
per file

Basic Trust Administration

$399

Cloud
per file

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.estateably.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $99 per file
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Product Details

What is Estateably?

Estateably 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.

Estateably Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(5)

Reviews

(1-1 of 1)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Estateably ensured that assets are distributed according to the wishes of the person creating the estate plan, minimizing taxes and administrative costs associated with the transfer of assets.

We used this for making sure that we were managing and preserving the assets for future generations.

The tool was very simple and easy to use.
  • 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
  • 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
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.
  • Form automation
  • Document management repository
  • Embedded reporting system
  • Increase the efficiency of the Estate Planning process
  • Guarantee the correct management of digital documents, including the validations process
  • Expected reduction on taxes
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.
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