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Estateably | Probate Administration & Fiduciary Accounting Software

Probate document automation, estate matter management and fiduciary accounting software.
  • CLIO MANAGE
Available in Canada, the United States
Starting at $129 per matter flat fee USD
View all plans

Key benefits for your firm

  • Supercharge your data inputs

    Instantly create an estate matter with deceased, executor and beneficiary information copied over from Clio.

  • Estate accounting, simplified

    Easily manage estate assets, liabilities and accounting with powerful holdings automation and instant PDF bank statement imports.

  • One-click, court-formatted reporting

    Generate court formatted and informal reports with a single click. Create compensation reports, passing of accounts and national fiduciary standard accounting reports in seconds.

How Estateably | Probate Administration & Fiduciary Accounting Software works with Clio

  • Instantly create probate and estate matters from your Clio records.

    With Estateably’s Clio integration, you are able to:

    • Instantly create and populate a probate matter with deceased information
    • Import executor and beneficiary information into Estateably
    • Automate probate forms, accounting reports and more with no double-entry
Ready to improve your workflow with Estateably | Probate Administration & Fiduciary Accounting Software and Clio? Get Started

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