Estateably

RATING:

4.8

(32)

About Estateably

Estateably is the modern, cloud-based software solution for estate and trust professionals. It helps firms save hours per file by automating the filling of court forms and precedent letters, simplifying input of estate inventory and accounting and enabling one-click court-formatted reporting. Estateably users benefit from a suite of products and time saving features including: Form and letter automation: The platform can automate the generation of surrogate court forms and precedent letters to reduce manual effort, save time, and reduce the possibility of errors.‍ Instant report generation: Instantly generates dozens of court-formatted reports such as formal accounting and automatic calculations for executor compensation.‍ Users can collaborates with teams from anywh...

Estateably Pricing

Free trial: 

Not Available

Free version: 

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Estateably Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for Estateably

1 - 5 of 31 Reviews

User Profile

Leslie

Verified reviewer

Law Practice, 1 employee

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

PROS

Very impressed at how quickly court forms have been updated and how regularly improvements to the product have been implemented;

CONS

Integration 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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!

PROS

I 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.

CONS

I 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2022

I like using this program.

PROS

The product is easy to use and is intuitive.

CONS

I 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

The software is user-friendly, reasonably priced and has the most amazing customer support - better than I have experienced with any other software.

CONS

I 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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..

PROS

I 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.

CONS

Takes 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.