Estateably | Probate Administration & Estate Accounting Software
Probate document automation, estate matter management and fiduciary accounting software.
Starting at $99 per matter flat fee USD
Key benefits for your firm
Supercharge your data inputsInstantly create an estate matter with deceased, executor and beneficiary information copied over from Clio.
Estate accounting, simplifiedEasily manage estate assets, liabilities and accounting with powerful holdings automation and instant PDF bank statement imports.
One-click, court-formatted reportingGenerate 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 & Estate 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 & Estate Accounting Software and Clio Get Started
Getting set up
Please visit www.estateably.com/get-started
Security and privacy