Estateably
Estateably streamlines estate management by enabling users to easily input client information, manage contacts, and track assets and liabilities. With a click, users can generate court-ready probate forms, accounting reports, and customizable task lists. The platform enhances collaboration through cloud access, ensuring efficiency and organization for estate administration tasks.
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Top Estateably Features
- Client and contact management
- One-click document generation
- Instant court-formatted reports
- Customizable task management
- Fiduciary accounting tools
- Comprehensive estate management
- Automatic compensation fee calculations
- Trust accounting functionality
- Power of attorney management
- Cloud-based collaboration
- Remote team support
- Data entry reduction features
- Built-in compliance reporting
- Automated currency conversions
- SOC 2 Type II compliance
- Personalized customer support
- Intuitive user interface
- Efficient estate file processing
- Extensive document library access
- Streamlined matter administration
