Litera
The unified legal document lifecycle and transaction management ecosystem for the modern law firm.
The leading cloud-based platform for automated estate and trust administration.
Estateably is a technical powerhouse in the estate and trust administration sector, providing a cloud-native SaaS environment designed to streamline the lifecycle of probate and fiduciary accounting. Architecturally, the platform leverages a high-degree of document automation via jurisdiction-specific templates that dynamically populate based on centralized decedent data. By 2026, Estateably has solidified its market position by integrating AI-driven OCR for automated bank statement reconciliation and asset discovery, significantly reducing manual data entry for paralegals and trust officers. Its core engine is built on a double-entry accounting framework tailored for the unique requirements of estate law, ensuring that ledger entries automatically generate court-ready accounts and tax-compliant reports. The platform's scalability makes it suitable for boutique law firms as well as large-scale financial institutions, offering robust API hooks for integration into existing practice management systems. In the current market, it serves as a critical bridge between legal workflows and financial reporting, offering a unified source of truth for all estate-related assets, liabilities, and distributions.
Dynamic field mapping that populates state/province-specific court forms using decedent metadata.
The unified legal document lifecycle and transaction management ecosystem for the modern law firm.
The AI-powered litigation lifecycle platform for smarter case strategy and automated chronologies.
The infinite workspace for deep document analysis and multi-source synthesis.
Enterprise-grade eDiscovery and AI-driven document intelligence for boutique and mid-market law firms.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
A proprietary accounting engine that maintains rigorous ledger integrity specifically for trust and estate rules.
Machine learning models that parse PDF bank statements to automatically categorize transactions into assets and income.
A task-driven engine that tracks deadlines and statutory requirements based on the estate's opening date.
A secure, client-facing environment where beneficiaries can view distribution status and sign documents via e-signature.
Bidirectional synchronization of contact info, matter data, and billing hours with Clio Manage.
Rules-based engine that calculates statutory executor and attorney fees based on jurisdiction-specific formulas.
A solo practitioner needs to file probate in multiple counties with differing form requirements.
Registry Updated:2/7/2026
An estate with 50+ diverse assets requires a formal accounting for judicial approval.
Managing complex percentage-based distributions across 10+ heirs.