Estateably
Estateably is a Montreal-based cloud SaaS platform that automates estate and trust administration for attorneys, trust officers, CPAs, and family offices across North America, offering AI-driven document parsing, jurisdiction-specific court forms, and Clio integration.
- Company typePrivate
- Founded2018
- HeadquartersMontréal, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Estateably does
Estateably Inc. is a privately held, Montreal-headquartered SaaS company founded in 2018 that provides a cloud-based estate and trust administration platform for legal and financial professionals across North America. The platform targets estate and trust attorneys, trust officers at institutional trust departments and banks, CPAs specializing in fiduciary taxation, family office professionals, and solo/small-firm attorneys, automating document management, compliance tracking, client communications, and other manual workflows associated with probate and trust matters. Built on Google Cloud Platform with SOC 2 Type II, PCI DSS, and HIPAA-aligned security practices, the platform supports over 3,000 court-approved forms across US and Canadian jurisdictions and has been used to generate 550,000+ probate documents for more than 1,000 firms and 5,000+ professionals.
The product suite comprises Estate Administration (end-to-end probate management), Trust Administration, Power of Attorney Accounting, Fiduciary Accounting, and the Vault secure planning document storage module, supplemented by AI-powered Statement Import for parsing bank and investment documents, Notice to Creditors publishing, and an Estate Intake digital form workflow. The company has built an integration partnership with Clio (the dominant legal practice management platform) and added a FairSplit integration in November 2025 for personal-property division in estate settlement.
Estateably operates a hybrid revenue model combining per-file transaction pricing ($149–$399 per matter, one-time, no renewal) with tiered monthly/annual subscriptions (Starter $2,999/yr up to Pro $12,999/yr, plus custom Enterprise plans), an annual productivity bundle add-on at $699/yr, and transaction-based public-notice publishing fees. The company has signaled a transition to simplified, unlimited-tier pricing effective January 1, 2027, with subscription renewals after April 1, 2026 being credited or waived. Go-to-market is direct (demo-led website sales) supported by inside sales, field sales for enterprise accounts, and recurring conference presence at ClioCon, the Heckerling Institute on Estate Planning, and CBABC events. No funding, revenue, or ownership structure beyond founder-led private status is disclosed in available sources.
Estateably firmographics
Firmographics- Name
- Estateably
- Legal name
- Estateably Inc.
- Website
- https://estateably.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Estateably is a Montreal-based cloud SaaS platform that automates estate and trust administration for attorneys, trust officers, CPAs, and family offices across North America, offering AI-driven document parsing, jurisdiction-specific court forms, and Clio integration.
- Ownership category
- akta.pro rank
Estateably industry classification
Industry- Product category
- Estate Administration Software
- NAICS
- Offices of Real Estate Agents and Brokers (53121), Offices of Real Estate Agents and Brokers (531210), Offices of Real Estate Agents and Brokers (5312)
- SIC
- Services-Legal Services (8111), Real Estate Agents & Managers (For Others) (6531)
- akta.pro primary industry
- Estate & Probate Administration Services (FSAEAKAD)
- akta.pro secondary industries
- Estate Administration & Probate Services (FSAAANAE), Estate, Gift & Trust Valuation (BPAHANAL)
Keywords
Where Estateably is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Estateably business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS - Per-File: Pay-per-file pricing model where users pay per estate/trust file matter. Probate-only files at $149, Estate Accounting only at $250 one-time, Estate/Trust/PoA files at $399 one-time. No renewal fees.
- Subscription SaaS - Platform Plans: Monthly/annual subscription plans with bundled file allocations: Starter ($250/mo annual, 10 files), Growth ($583/mo annual, 25 files with productivity bundle), Pro ($1,083/mo annual, 50 files with productivity bundle), and custom Enterprise plans for high-volume users.
- Productivity Bundle Add-on: Optional annual add-on at $699/year including task templates, shareable intake, and practice management integrations
- Public Notice Publishing Fees: Transaction-based fees for publishing probate notices through the platform integration with newspapers and the public notices website. Includes a $89 administration fee plus variable publishing fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Probate-only files with no renewal fees |
| Transaction based/ take rate | Pay-as-you-go | Estate accounting standalone files |
| Transaction based/ take rate | Pay-as-you-go | Full estate, trust, and power of attorney management |
| Subscription | Annual | Entry-level platform subscription with 10 bundled files |
| Subscription | Annual | Mid-tier platform subscription with 25 bundled files and productivity bundle |
| Subscription | Annual | Enterprise-grade platform subscription with 50 bundled files and productivity bundle |
| Subscription | Multi-year contract | Custom high-volume enterprise solution |
| Subscription | Annual | Optional productivity enhancement add-on |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Estateably product offering
Product offeringCore offering
Estateably is a cloud-based SaaS platform that automates estate and trust administration for legal and financial professionals. It provides AI-powered financial statement parsing, automated generation of over 3,000 jurisdiction-specific court-approved forms, fiduciary accounting, intake digitization, and compliance tracking across U.S. and Canadian jurisdictions. The platform also offers add-on modules for secure document storage (Vault) and compliant probate notice publishing (Notice to Creditors).
Product overview
Estateably is a cloud-based platform for estate and trust administration professionals offering a complete suite of tools across North America. The core platform includes Estate Administration (end-to-end probate management with document automation), Trust Administration (fiduciary accounting), Power of Attorney accounting, and Fiduciary Accounting (court-ready accountings with automated calculations). Key add-on modules include Vault for secure planning document storage, Notice to Creditors for compliant publication, and Statement Import for AI-powered financial document parsing. The platform covers 3,000+ court-approved forms across US and Canadian jurisdictions, serving 5,000+ professionals and 1,000+ firms. Built for estate and trust attorneys, trust officers, CPAs, family office professionals, and solo/small-firm attorneys across North America.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate Administration End-to-end probate management platform with document and workflow automation. Includes input-once intake, contact management, inventory management, task lists, and document automation across multiple jurisdictions, designed for estate and trust attorneys handling probate cases.
- Trust Administration Trust accounting and administration software enabling fiduciary administration with strict compliance requirements across multiple jurisdictions, designed for trust officers at institutional trust departments, banks, and trust companies.
- Power of Attorney Administration Automated Power of Attorney administration including forms, accounting, and report generation for PoA matters, designed for attorneys and fiduciaries managing PoA files.
- Vault Secure planning document storage and organization for wills, powers of attorney, trust deeds, and other estate planning documents. Includes document version tracking, representative identification, and original document location tracking for estate planning practitioners.
- Notice to Creditors Compliant online and newspaper notice publishing with affidavits for probate compliance. Includes integration with local newspapers, newspaper websites, and public notice websites, used by estate administrators to satisfy statutory creditor notification requirements.
Quantifiable outcome
- 3,000+ court-approved forms available across jurisdictions
- +3 more outcomes
Companies that use Estateably
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles3 records
Estateably technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Feature5 records
Estateably partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- FairSplitcoreFairSplit has partnered with Estateably to provide estate administration professionals with an online platform for dividing personal property, addressing a common challenge in estate settlement. The integration offers tools for inventory creation, sharing with heirs, and structured online division to reduce conflict and increase efficiency.
- Estate SearchcorePartner in the Estateably partner ecosystem. Collaboration at Heckerling Institute on Estate Planning included a treasure hunt activity.
- Gordon's Downsizing & Estate Services Ltd.minorPartner in the Estateably partner ecosystem for providing estate and downsizing services to clients.
- CliocoreIntegration partnership with Clio legal practice management platform. Estateably showcases its Clio integration at ClioCon conferences and supports creating files directly from Clio matters.
Scale indicators7 records
Recent moves6 records
Expansion highlights7 records
Estateably competitors and assessment
Company assessmentBroad incumbents
- iPipeline (Diligent): Large, established insurance and financial-services technology suite that includes Vanilla for estate planning and e-application workflows. Comparable to Estateably because it serves wealth and estate-planning professionals with end-to-end digital workflow software across North America, but addresses a broader insurance distribution stack rather than specializing in estate administration.
- Clio: Leading cloud-based legal practice management platform serving law firms of all sizes, including estate and trust practices. Comparable to Estateably because Estateably integrates directly with Clio and both compete for the same estate-attorney software budget, though Clio's scope spans the full practice rather than specializing in estate administration.
Direct peers
- Wealth.com: Estate planning technology platform serving financial advisors, estate attorneys, and family offices with end-to-end planning, documents, and integration workflows. Directly comparable to Estateably as a vertical SaaS targeting the same professional buyer segments across estate and trust workflows.
- Smokeball: Cloud-based legal practice management and automation software for small law firms, including estate and family law practices. Comparable to Estateably as a SaaS serving small/mid-size law firms with workflow automation, document automation, and integrations overlapping Estateably's estate-administration niche.
- PracticePanther: Cloud legal practice management software for solo and small law firms, including trusts and estates practices. Comparable to Estateably because both are SaaS workflow platforms targeting small/mid-size law firms with similar pricing tiers (subscription + per-matter) and Clio-like integration ecosystems.
- MyCase: Legal practice management SaaS for small and mid-size law firms, owned by LawPay (affiliated with Clio). Comparable to Estateably because both target small/mid-size law firms with cloud-based matter management, document automation, and billing workflows, including estate and trust practices.
- Lawyaw: Legal document automation and assembly platform for small and mid-size law firms, with deep form libraries across practice areas. Comparable to Estateably because both automate legal document generation for high-volume, form-heavy matters including estate administration, though Lawyaw spans multiple practice areas without estate specialization.
- HotDocs: Long-established legal document automation platform used by law firms and financial institutions for high-volume document generation. Comparable to Estateably because both target automated court form generation, though HotDocs is a generalized document automation toolkit whereas Estateably ships pre-built, jurisdiction-specific estate forms.
Emerging players
- Trust & Will: Online estate planning platform that offers wills, trusts, and related planning documents primarily direct-to-consumer but increasingly through professional partners. Comparable to Estateably because both operate digital estate planning and administration workflows, though Trust & Will skews consumer-facing while Estateably focuses on professional practitioners.
- FreeWill: Online will and estate planning platform offered to nonprofits and consumers. Comparable to Estateably because it addresses the digital estate planning workflow, though FreeWill is largely free/consumer-facing whereas Estateably's B2B model targets the professional administrators.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Estateably social profiles
Digital presenceEstateably compliance and trust
Trust signalCompliance3 records
Estateably financial estimates
Financial estimateRevenue estimate
Valuation estimate
Estateably leadership team
Management profileNumber of profiles
Profiles1 record
Estateably funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Estateably M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Estateably
What does Estateably do?
Estateably is a cloud-based SaaS platform that automates estate and trust administration for legal and financial professionals. It provides AI-powered financial statement parsing, automated generation of over 3,000 jurisdiction-specific court-approved forms, fiduciary accounting, intake digitization, and compliance tracking across U.S. and Canadian jurisdictions. The platform also offers add-on modules for secure document storage (Vault) and compliant probate notice publishing (Notice to Creditors).
Is Estateably a public or private company?
Estateably is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Estateably founded?
Estateably was founded in 2018. It employs 11 to 50 people.
Where is Estateably based?
Estateably is headquartered in Montréal, Canada, in the North America region.
How does Estateably make money?
Four revenue lines are on record. Subscription SaaS - Per-File is the primary driver. The others are subscription SaaS - Platform Plans, productivity Bundle Add-on and public Notice Publishing Fees.
Who are Estateably's main competitors?
Broad incumbents on record are iPipeline (Diligent) and Clio. Direct peers are Wealth.com, Smokeball, PracticePanther, MyCase, Lawyaw and HotDocs. Emerging players are Trust & Will and FreeWill.
Does Estateably have an API?
No public API is recorded for Estateably.
What industry is Estateably in?
Estateably's product category is Estate Administration Software. Its primary akta.pro industry code is FSAEAKAD, Estate & Probate Administration Services, with a secondary code of FSAAANAE, Estate Administration & Probate Services. Its NAICS code is 53121 and its SIC code is 8111.