Estateably
Partial guideProbate-focused estate administration platform automating court forms, executor task management, and estate accounting across the US, Canada, and UK.
What you can do with Estateably + INHERIT
Export probate administration data from Estateably — court form data, estate accounting, executor task records — into INHERIT format for sharing with banks, solicitors, and other parties involved in the estate.
This means you can:- Share structured probate data with banks holding the deceased's accounts
- Provide co-executors and beneficiaries with machine-readable estate status
- Export court form data for cross-jurisdictional estates (CA/US/UK)
- Create a portable archive of the complete probate process
Imagine this
A probate attorney is administering an estate using Estateably. The deceased held accounts at three different banks, each of which needs estate data to release funds. Instead of filling out each bank’s proprietary form separately, the attorney exports a single INHERIT document containing the estate structure, death verification, and asset references. Each bank receives the same structured data in a format their systems can process. The release of funds — which typically takes weeks of back-and-forth paperwork — begins immediately.
For attorneys handling multiple estates simultaneously, this isn’t just efficiency. It’s the difference between administrative overload and a manageable practice.
How data flows
Interested in the Estateably integration?
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