Estateably was founded in 2018 by Ari Brojde and Alex Wulkan and launched commercially in 2021. Built specifically for trust and estate professionals, the platform has grown to serve over 1,000 estate and trust administration practices across the United States and Canada, positioning itself as one of the fastest-growing platforms in the probate administration space. The company is headquartered in Montreal, Canada, and integrates with practice management tools including Clio.
The platform centralizes estate administration by automating the generation of court-formatted probate forms, inventories, accounting reports, and correspondence letters. It maintains a library of over 1,000 jurisdiction-specific probate forms and document templates that practitioners can produce in a single click. Customizable task lists, deadline tracking, and ad-hoc checklists help teams manage complex matters and delegate work across staff.
Estateably is used by solo practitioners, boutique trusts and estates firms, and larger fiduciary organizations. The workflow integrates with existing document management and practice management systems, and the platform's client-facing portal — Vault — allows attorneys to consolidate planning and administration matters in one place, improving client communication and document collection.
What differentiates Estateably from general practice management tools is its exclusive focus on probate and trust administration, including jurisdiction-specific compliance logic, fiduciary accounting outputs, and court-ready document generation. Competitors like trust administration modules within broader practice management suites lack the depth of Estateably's jurisdiction-specific form library and estate accounting automation.
Hands-on review pending.
