We’re excited to share that Estatesearch has joined forces with Estateably, the cloud-based estate and trust administration platform trusted by professionals across the country. This collaboration enables legal practitioners to access Estatesearch’s Financial Profile service directly through their Estateably workflow, making it easier than ever to uncover hidden, dormant, or forgotten assets during the estate administration process.
At Estatesearch, we believe that estate professionals should have the tools and insight they need to administer estates with accuracy, confidence, and care. Our Financial Profile service helps identify a wide range of financial assets—including bank accounts, pensions, and insurance policies—and provides a comprehensive audit trail that demonstrates diligence and supports better outcomes for clients.
By integrating this service into the Estateably platform, professionals can now benefit from a more efficient and seamless approach to asset discovery, without disrupting their existing processes.
“We’re thrilled to bring Estatesearch into the Estateably ecosystem,” said Ari Brojde, CEO and co-founder of Estateably. “Estatesearch’s ability to surface critical financial data gives our users an edge when it comes to conducting thorough and timely estate investigations. It’s a natural fit with our mission to empower professionals with smart, integrated tools that streamline estate administration.”
Together, Estatesearch and Estateably are helping legal professionals save time, reduce risk, and uphold their fiduciary duties—all while building a clearer picture of the estate for executors and beneficiaries.