Estateably is an estate settlement platform that allows financial professionals to dramatically expedite the estate settlement process through the digitization of paper based processes while maintaining regulatory compliance.Across Canada, the process of settling an estate (from death to distribution of assets) takes on average four years. Manyfactors contribute to this inefficient process that has remained largely unchanged in over 20 years. A lack of digitization and software tools are available to trust companies, who are hired on behalf of a family to execute the will and estate. According to corporate executors, the largest inefficiencies stem from a lack of communication regarding the status of the estate, onboarding new agents, and delays with government agencies, among others.This is compounded by creating a complex business network of banks, executors, lawyers, accountants, governments and beneficiaries coming together to settle an estate. Furthermore, there is an inherent lack of trust among each party as they can be individually held legally liable for any error committed throughout the process.We have seen that across north America there is a growing demand for estate services while the continent prepares for the largest transfer of wealth in history. In fact, it is projected that in Canada alone, $750 billion dollars will be inherited over the next decade, [1] a majority of which will demand the services of corporate agents. As it stands, trust companies are not able to keep up with internal demand for settlement services, let alone market their services to a large growing market.Estateably aims to solve the inefficiencies of the estate settlement process by providing a workflow tool to trust companies to digitize their process, automating time-consuming tasks. The platform will leverage distributed ledger technology to create a bridge between financial institutions and appropriate government agencies.

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Estateably

Estateably's headquarters in Montreal, Canada

This department focuses on the design, development, and maintenance of software applications and systems.

Software Engineering

The Software Development team at Estateably is responsible for designing, developing, and maintaining the estate settlement platform that digitizes and streamlines the traditionally paper-based processes. They work on automating time-consuming tasks, ensuring regulatory compliance, and integrating distributed ledger technology to improve communication among financial institutions, government agencies, and other stakeholders. This team also focuses on enhancing platform reliability, usability, and scalability to support the growing market demand for estate services.

Software Development

This department focuses on ensuring customer satisfaction and fostering long-term relationships with clients.

Customer Success

The Product Management team at Estateably is responsible for defining and guiding the development of the estate settlement platform. This involves working closely with stakeholders to identify user needs, prioritizing features, and overseeing the product lifecycle from conception through launch. The team ensures that the platform effectively digitizes the estate settlement process, automates time-consuming tasks, and maintains regulatory compliance while incorporating distributed ledger technology to streamline interactions between financial institutions and government agencies.

Product Management

The Leadership Team at Estateably drives the company's strategic direction, oversees key financial operations, and ensures the technological infrastructure aligns with business goals. Comprised of the Founder & CEO, Founder & Chief Operating Officer, Chief Financial Officer, and Chief Technology Officer, this team collaborates to innovate the estate settlement process, manage growth, and maintain regulatory compliance while leveraging technology to bridge workflows between financial institutions and government agencies.

Leadership Team

The Directors team at Estateably brings together strategic leadership across various functional areas to drive the company's mission of revolutionizing the estate settlement process. The Director of Client Strategy focuses on developing and implementing strategies to enhance client satisfaction and engagement. The Director of IT Operations & Security ensures the platform's technological infrastructure is robust, efficient, and secure. The Director of Customer Success & Professional Services oversees client onboarding, training, and support to ensure optimal use of the platform. Finally, the Director of R&D spearheads innovation, ensuring Estateably remains at the forefront of industry advancements through continuous enhancement of its feature set and technological capabilities.

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