Estateably

Estateably is the leading Professional Estate, Trust and Incapacity Accounting & Administration software, trusted by over 1000 practices across North America. Discover how Estateably delivers a seamless and effortless experience for both fiduciary professionals and clients, freeing up their time for what matters most. #Estateably #LegalTech #FinTech

👤 Meet Ashley, a Digital Marketing Associate Coop working on the Marketing Team! As a Spring 2024 co-op student, Ashley’s is excited to dive deeper into Estateably's marketing initiatives, eagerly anticipating the opportunity to innovate and elevate the brand's outreach strategies! ✏️ Ashley’s from the University of Waterloo where she studies Business and Design. 🧶 In her free time, Ashley loves crocheting, swimming, and spending time with her dogs. We’re excited to have you join the team Ashley! 🎊 #WelcomeInterns #EstateablyTeam #DigitalMarketing

🎊 Today we are celebrating Christopher Brockwell’s 3-year Anniversary at Estateably! Curious about Christopher's experience working with Estateably? Here's what he has to say about his journey! “Since joining the Estateably team just after we launched commercially, I have been part of the company's rapid growth in customer acquisition and geographic expansion. The one thing that we should all be most proud of is how we all come together and collaborate to overcome any obstacles. It is more like a family at Estateably, and that's what makes this company so unique. “💫 We're truly glad to have Christopher with us! Here's to many more milestones and successes ahead. Congratulations on your achievements, Christopher! 🎉 #EmployeeAnniversay #TheEstateablyTeam

Happy Mother's Day to all the incredible moms out there, shaping homes and hearts alike. From the Estateably team to yours, may your day be filled with love and joy. 🌷 #MothersDay #CelebratingMoms #Estateably

We're excited to be on the road meeting with professionals who want to adopt technology for effortless estate and trust accounting (and administration) processes. This year, we are honored to be attending and sponsoring the AFA Spring Conference. Stop by our table and meet with Leonard Dernaucourt and Graeme Jones, who will chat about our features and capabilities! #conferences #arizona #estateaccounting #trustaccounting

🌟 Securing your legacy is more than a financial plan — it's about peace of mind for you and your loved ones when you are no longer here. Our latest blog dives into the essentials of estate planning and why it's crucial for everyone, regardless of age or wealth. It's important to make a plan to protect your assets and ensure your wishes are honored so that the estate administration process is efficient and effortless. 👀Take a look at our blog: https://lnkd.in/dNKwip5w #estateplanning #estateadministration #financiallegacy #financialliteracy

❗ Chris Gaetano of Accounting Today shared results from a recent poll that revealed a significant gap in AI adoption among accountants, 🙅♂️ with 73% not using the technology 🤷♂️ and 35% do not intend to start. 🧐 The reluctance largely stems from a lack of understanding and concerns over data privacy and accuracy. 🤝 At Estateably, we believe that accountants should leverage technology such as AI to be more efficient and accurate when executing estate or trust accounting tasks. 👓 Give the article a read: https://lnkd.in/e2-a7dZM Drop a comment on how we can work to bring a greater understanding of AI and technology to accountants. ⬇ We'd also love to hear from an accountant in your network who can give us insight into their concerns about adopting AI.

@Nathan Place recently wrote a @Financial Planning article about the significant gap in financial literacy and action when it comes to the millennial generation. ‼️Did you know only 36% of millennials have an actual estate plan in place? Samuel Deane, founder of Deane Wealth Management, hopes that financial advisors can play a role in educating their clients about this topic. 🤝At Estateably, we also work with lawyers and fiduciary professionals who regularly are supporting their clients with creating estate plans so there is a smooth probate administration process. 👓Give this article a read: https://bit.ly/44m5dba ⬇️Drop a comment on ways to close the gap when it comes to financial literacy and estate planning #EstatePlan #FinancialLiteracy #EstateAdministration

Last week I had the pleasure of sitting down with Freschia Gonzales to discuss Estateably's new accounting plans geared at fiduciary accountants. The Estateably product suite has automation and innovation at its core and we're excited to be expanding its value to a larger audience. What we're hearing: It takes ages to find holdings values and perform calculations to account for date of death value, current value and conversion values. Our holdings lookup will find and calculate everything for you. Every month clerks, paralegals, lawyers or accountants need to key in transactions from back statements to update the estate accounts. We're leveraging AI to extracts transactions from PDF bank statements and instantly import transactions. Reporting, especially for courts can take dozens of hours to calculate, format, edit and adjust. Estateably's one-click reporting provides the flexibility and customizability to instantly generate customizable reports in approved formats. Our goal is to make administration effortless for professionals and the families they serve. This is another step in the right direction. We're just getting started - there's even more advancements in automation and AI enablement for professionals coming throughout the year. Stay tuned!

✒️ Creating formal reports for estate or trust accounting requires the dedication of generous time and effort to ensure accurate and error-free reporting. Estateably provides a solution to lessen your workload by allowing you to automate the generation of court-formatted reports with just one click of a button 🌟 Learn more about how automation can streamline your law firm's efficiency by producing accurate formal reports, from a statement of accounts to a National Standard Accounting Reports: 🔗 https://bit.ly/3JG9VXL #FormalReportingAutomation #ProductFeature