Estateably
Estateably is a Montreal-based company specializing in cloud-based software solutions for trust and estate administration professionals across North America. Founded in 2018 by CEO Ari Brojde and COO Alexander Wulkan, the company offers a platform that automates tasks such as probate court form filling, estate inventory input, fiduciary accounting, and reporting to stakeholders. Their services are trusted by over 1,000 practices and support more than 300 firms in managing their estate and trust workflows.
Categories
Product Overview
Estateably is a cloud-based platform that empowers trust and estate professionals to digitize their practices through automation and enhanced compliance while facilitating practice-wide collaboration. Estateably increases operational efficiencies by automating repetitive tasks and document generation, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log. The platform is used by over 800 firms and over 2,500 practitioners across Canada and the United States. Estateably offers open API architecture built for native or flat-file integrations and financial data aggregation with customizable roles and permissions to support large teams. It has been voted as the top estate and trust administration software by Canadian Lawyer Magazine.
Features
- Cloud-based platform for estate and trust administration
- Automation of repetitive tasks and document generation
- Enhanced compliance and practice-wide collaboration
- Open API architecture for native or flat-file integrations
- Financial data aggregation capabilities
- Customizable roles and permissions for large teams
Company Details
- Headquarters
- 🇨🇦 Montreal, Canada
- Founded
- 2018
- Type
- Legal Tech Vendor
- Founders
- Ari Brojde, Alexander Wulkan