Trust & estate admin: famously not a day at the beach. We're working on that. Ari Brojde, Chris Brockwell and Graeme Jones are headed to STEP Canada's National Conference in Toronto. Come find us at the Sheraton June 1–2 and see how Estateably keeps fiduciary work breezy. 📍 Sheraton Toronto Hotel 📅 June 1-2, 2026 STEP Canada | The Society of Trust and Estate Practitioners (Canada) #EstateAdministration #TrustAdministration #Probate #LegalTech
Estateably
Software Development
Montreal, Quebec 2,539 followers
Effortless Estate & Trust Administration Software for Professionals
About us
The trust and estates industry has seen little in the way of innovation over the past few decades. While the fintech revolution has brought transformative change to the vast majority of financial services segments, trust and estate professionals remain largely dependent on manual workflows and paper-based processes. Without modern tools at their disposal, professional firms and financial institutions will struggle to meet the rising demand for trust and estate administration services. At Estateably, we strive to lead the digital transformation of the trust and estate industry worldwide. Estateably increases operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log. We augment current processes and methodologies with modern technology to propose a robust and compliant platform that increases staff productivity, synergies between stakeholders, customers lifetime value and business revenues. We are a purpose-built platform that digitizes and streamlines the estate and trust administration process. Our vision is bold yet simple: empower our partners with cutting-edge technology to make their work lives easier.
- Website
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http://www.estateably.com
External link for Estateably
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Montreal, Quebec
- Type
- Privately Held
- Specialties
- Software, Digital Transformation, User Experience, User-Centered Design, Workflow, Trust and Estates, Estate Settlement, Estate Administration, Trust Administration, LegalTech, and Fintech
Products
![Click here to view Probate Administration]()
Probate Administration
Law Practice Management Software
Estateably enables professionals to streamline their estate administration files by automating court forms, precedent letters and accounting, simplifying inventory management, and generating reports with one click. Save time & simplify your work: - Estate administration in the cloud enables practice-wide collaboration. - Customizable workflows to reflect how you work. - Editable lists and reminders to organize the work you need to get done. - Complete probate and estate administration task list. - Built-in approval requests for important tasks and reports. - View all your tasks across matters in one location. Powerful one-click forms & reporting: - One-click court & federal forms (1,000+ across Canada). - Generate full case activity logs. - Full court-format or simplified accounting reports. - Proposed distribution schedules. - Request for tax clearance certificates and supporting documents. - Client and court reports on inventory, distributions & much more.
Locations
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Primary
Get directions
1001 Rue Lenoir
C-212
Montreal, Quebec H4C 2Z6, CA
Employees at Estateably
Updates
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😎 May’s Duly Noted is out. We’re heading to STEP, breaking down file setup, sharing a quick @mention trick, and digging into what agentic AI means for legal workflows (and why security can’t fall behind). Stay in the loop: https://lnkd.in/eEGWHyXe
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Compensation calculations eating up your time? Estateably eats them for breakfast 😈. By pulling from accounting data already entered in the platform and calculating compensation across receipts, disbursements, and Care and Management, Estateably eliminates the re-entry of numbers. Set your structure once at the org level. Adjust per file when a matter calls for it. Report-ready the moment you need it. Check out a snippet of it here 👇 Curious where else Estateably could win back hours for your team? Schedule a demo: https://lnkd.in/eAKTU_Wi #Accounting #EstateAdministration #TrustAdministration #CompensationFees
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🎊 Kicking off a new series: The Estateably Basics #1 Creating Your First File New to Estateably and wondering what actually happens once you start a file? Fair question. In this walkthrough, Dalia Waldston (Customer Success Team Lead) takes you through a full, step-by-step setup of an estate file using a sample estate. It’s a good, practical look at how the details entered at the start of a file can do a lot of the heavy lifting later on. (Your keyboard will appreciate it.) Enter it once. Use it everywhere. Less retyping, fewer workarounds, and a smoother file from day one. 🎥 Watch now: https://lnkd.in/eCXD6E92 Curious what else that unlocks? Book a demo and we’ll show you: https://lnkd.in/ehSFydm2 #EstateAdministration #LegalTech #Probate
Creating Your First File | The Estateably Basics #1
https://www.youtube.com/
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"An awful lot of paper.” That’s how Colleen Peffers (Peffers Law) describes estate administration before Estateably. After 14 years in estates and trusts, her team was still spending too much time retyping information instead of actually practicing law. In this Q&A with Estateably CEO Ari Brojde, Colleen shares what changed. From manually entering bank statements and documents… to letting the system extract and do the heavy lifting. Less data entry. More time for real legal work. A much better use of a lawyer’s day. Watch the clip 👇 And then schedule a demo when you're ready to get rid of the paper: https://lnkd.in/egn6cWkg #EstateAdministration #LegalTech
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Law in the 6ix? We wouldn't miss it. Estateably is joining the 33rd Annual ILCO Conference in Toronto. Stop by in real life to talk probate, accounting, forms, and the parts of the workflow nobody puts in a brochure. 📍 Hilton Toronto | May 11-13 #ILCO2026 #LawClerks #EstateAdministration #LegalTech The Institute of Law Clerks of Ontario
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Estateably reposted this
Gowling WLG Canada is turning its generative AI lessons into a practical roadmap for the legal sector. The firm has published A practical playbook for generative AI in legal practice, based on a 12-week pilot involving more than 300 lawyers and business services professionals. Authored by Al Hounsell and Michelle Fernando, the playbook offers guidance for firms and in-house teams on where GenAI can add value, where it introduces risk, and why human expertise remains essential. For LegalTech.ca, we looked at what Gowling WLG’s playbook says about responsible adoption, lawyer-in-the-loop workflows, and the shift from AI experimentation to implementation in Canadian legal practice. https://lnkd.in/g86QdD3Z
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Estate pros, here’s a good one for the calendar. Our friends at eState Planner are hosting State of Estate Practices: The 2026 Annual Survey on May 7 with Ian Hull and Jordan Atin. Workflows, pricing, practice trends, CPD credits, and enough industry benchmarking to make your spreadsheet feel seen. Register here: https://lnkd.in/eMvPrTXs
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📬 The April edition of Duly Noted just hit inboxes. Inside: trust account opening balances, a bulk-edit shortcut, a live Estatesearch webinar on smarter asset searches, and a sharp take on what's actually working in legal workflow tech ✅ Subscribe to stay in the loop! https://lnkd.in/eEGWHyXe
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Roles can overlap. Beneficiaries may act as executors, and executors may also be beneficiaries. Estate files evolve, and your software should keep up. In Estateably, one click copies a contact from one role to the other. Their details carry over, so you just fill in what's specific to the new role and move on. Less retyping. Fewer duplicate entries. Curious what else the platform can do for your practice? Book a demo and we'll show you around! 🗓️ Book a demo: https://lnkd.in/erNjy4JG