Easy to use Estate Planning platform with automations to generate forms and documents
January 27, 2023
Easy to use Estate Planning platform with automations to generate forms and documents
Score 9 out of 10
Vetted Review
Verified User
Software Version
Basic Estate Administration
Overall Satisfaction with Estateably
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.
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
- 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.
Do you think Estateably delivers good value for the price?
Yes
Are you happy with Estateably's feature set?
Yes
Did Estateably live up to sales and marketing promises?
Yes
Did implementation of Estateably go as expected?
Yes
Would you buy Estateably again?
Yes