Estateably
About Estateably
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Most Helpful Reviews for Estateably
1 - 5 of 31 Reviews
Leslie
Verified reviewer
Law Practice, 1 employee
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed September 2022
Estateably has impressed
Very pleased with the program
PROSVery impressed at how quickly court forms have been updated and how regularly improvements to the product have been implemented;
CONSIntegration with my practice was quite complete; It was not always clear how and what information entered into the program will appear on the court forms, but it has been constantly improving
Reason for choosing Estateably
It does all that I need and offers additional accounting services if/when needed on a particular file
Reasons for switching to Estateably
Cost, lack of updates and improvements to prior product
Karen
Law Practice, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Love Estateably
It has been great. As with any software there is a learning curve, the customer service has made it a breeze to figure things out. Anyone with any estate experience can install the program and be up and running immediately. I absolutely LOVE Estateably!
PROSI love that everything I need is there. Sometimes it takes a bit of time to find it, but any form I need is there in the program. The other thing I love is the customer service. There is never any delay when I have a problem that I need help with or an issue that needs to be addressed.
CONSI wish the forms could be edited at the source instead of having to edit it each time you generate it. We have certain formatting preferences (most of which are not critical to the form - I think the word applicant should be capitalized in some instances) and every time I generate a document I have to go in and make the changes. It would be nice to be able to have the forms homed on our system so that they could be edited on the master so I didn't have to make the changes every time.
Reason for choosing Estateably
Not Applicable
Reasons for switching to Estateably
I hated Estate-a-Base. It was very limited and confusing.
Lori
Legal Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
I like using this program.
The product is easy to use and is intuitive.
CONSI also use Automated Civil Litigation software with other law firms. ACL has the option to download all documents required for a certain task. Estateably has the choice of checklists -- I would like to see the option to download all of the requisite documents required for probate applications, rather than hunting and pecking or it.
Elisa
Law Practice, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Amazing Customer Support
Estateably was an easy switch for our firm. I can't say enough about the customer support! The response time is quick and with thorough explanations.
PROSThe software is user-friendly, reasonably priced and has the most amazing customer support - better than I have experienced with any other software.
CONSI would like the List of Original Assets to provide a date of death value and closing date value.
Reasons for switching to Estateably
Estate-a-base became too expensive. Don't regret making the switch as Estateably is much easier to use and saves more time!
Deanne
Accounting, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2022
Very Streamline Product - Easy to Use
Great experience - the support staff is extremely responsive which is crucial for this type of software. The software is customizable to use your own template letters etc..
PROSI love that the software is web-based, versatile, customizable and easy to learn. Estateably made it very easy to switch from our former software and we are very pleased with the product.
CONSTakes a little getting used to -- in order to know the back-end and how you answer certain questions will affect the outcome on the forms. But it's very easy to go back and change/figure out.
Reason for choosing Estateably
Web-based and easier to try it out.
Reasons for switching to Estateably
Cost-effective, web-based, more versatile software that provides the forms in Word format.