Enterprise DNA

Instead of Estateably

Stop renting Estateably. Own your estate records.

We build your version around your practice, your letters and the New Zealand or Australian rules you work under, bring your Estateably estates across and run it for you. Your lawyers keep every decision about when an estate distributes.

Estateably Pro lists US$1,083 a month billed annually, US$12,996 a year, for 50 new files. Each extra file is US$320 on a platform plan.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription covers

The bill follows the number of estates you open

Estateably sells platform plans by new files a year, with per-file plans, add-ons and fees around them. Compare that with an estate system built around your own practice and the rules in your jurisdiction.

paid

A yearly file allowance

Pro is US$12,996 a year when billed annually, for 50 new files. Growth is US$583 a month billed annually for 25.

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More estates, more charges

Each file beyond the allowance is US$320 on a platform plan. A busy year costs more.

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Per-file pricing for trusts and estates

Without a platform plan, a trusts, estates and powers of attorney file is US$399.

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Fees for notices

A notice to creditors is US$105 through the platform, with publication fees on top for public notices.

school

Onboarding to set it up

Every plan lists US$350 onboarding to load letterhead and templates.

public

Built around US and Canadian probate

Court forms and accounting formats follow the North American process. NZ and Australian rules are yours to track.

Your own estate desk

Start with what your estates team checks every week

Distribution

Know when an estate can distribute

Each estate shows the date it is protected for distribution and the end of its claims period, from the grant, the date of death and the notices on file.

  • check New Zealand: six months from the grant, held while a claim is live
  • check New South Wales: after the notice of intended distribution and six months from death
  • check Other states shown as not configured, never guessed
  • check A distribution outside the window needs the advice relied on, and is reported

Claims

Never miss a claim notice lapsing

Record a written notice of intention to claim and the date it was received. The system shows when it stops holding the estate.

  • check NZ notices lapse three months after receipt unless the claim is filed or served
  • check A warning 14 days before a notice lapses
  • check Filed and served claims hold distribution until resolved
  • check Every change kept in a file history that cannot be edited

Estate account

Every dollar in and out, per estate

Assets collected, debts paid and distributions made form one estate account, with the cash held and the debts still owed.

  • check Date-of-death values beside what each asset realised
  • check A distribution refused if it would leave less than the unpaid debts
  • check Minors’ shares recorded as held on trust, never paid out
  • check Cash held across all estates by responsible lawyer

Your paperwork

Letters, updates and accounts in your name

Draft the letters and reports an estate needs from the records, on your letterhead, for a person to check and send.

  • check Letters to banks, registries and funds for balances and release
  • check Beneficiary updates written from the estate account
  • check Estate accounts and a statement of assets and liabilities at death
  • check A Monday review of what is overdue, lapsing and ready

Make it yours

Design your own Estateably replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Estateably. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Estateably replacement Your version
YB Your business

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Answered from your own database

Build my version

We build it from the open-source base, bring your Estateably data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from fictional demo estates. Your team asks the question and checks the records behind the answer.

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Estate Administration for Claude Code

Connected to your own database

What needs my attention on our estates this week?

EST-002

Owner
Priya
Item
claim notice lapses soon
Detail
Former partner of the deceased (relationship_property)
Date
2026-10-31
Timing
in 12 days

EST-002

Owner
Priya
Item
task overdue
Detail
Get registered valuation of the house
Date
2026-09-29
Timing
20 days ago

EST-001

Owner
Priya
Item
task overdue
Detail
Send share transfer forms to Kauri Registry
Date
2026-10-07
Timing
12 days ago

EST-001

Owner
Priya
Item
asset not collected
Detail
Listed share portfolio (Kauri Registry)
Date
2026-02-21
Timing
240 days ago

EST-001

Owner
Priya
Item
asset not collected
Detail
Grandfather's watch
Date
2026-02-21
Timing
240 days ago

EST-003

Owner
Liam
Item
asset not collected
Detail
Unit in Parramatta
Date
2026-06-21
Timing
120 days ago

EST-004

Owner
Liam
Item
no grant yet
Detail
date of death 2026-08-05
Date
2026-08-05
Timing
75 days ago

EST-001

Owner
Priya
Item
ready to distribute
Detail
protected and cash held
Date
2026-08-21
Timing
59 days ago

EST-003

Owner
Liam
Item
task due this week
Detail
Publish notice of intended distribution
Date
2026-10-22
Timing
in 3 days

EST-001

Owner
Priya
Item
task due this week
Detail
File final income tax return
Date
2026-10-24
Timing
in 5 days

EST-003

Owner
Liam
Item
quiet file
Detail
no activity recorded
Date
2026-09-04
Timing
45 days ago

Ask it anything

Questions answered from your estate records

These examples combine your own records. They are not a claim that Estateably cannot produce a similar report.

chat_bubble Which estates could distribute today, and how much is free after the unpaid debts?
chat_bubble Which assets are still uncollected more than 90 days after the grant?
chat_bubble Which claim notices are live, and when does each lapse?
chat_bubble Which open estates are past their claims period but not yet finalised?
chat_bubble Which minor beneficiaries have a share in an estate that is administering or distributing?
chat_bubble Which open estates have residuary shares that do not add to 100%?
chat_bubble How much cash is held across open estates, by responsible person?
chat_bubble Which estates have unpaid debts after a distribution was made?
chat_bubble Which open files have had no recorded activity for 30 days?
chat_bubble Which assets realised less than their date-of-death value, and by how much?

Switching

How to switch from Estateably

A move usually involves exporting each estate’s inventory, testing and reviewing the import, then checking records while both systems are available.

  1. 1

    Export each estate inventory

    In Estateably, open an estate’s Inventory module, choose Reports, then Export Inventory. Save the general inventory sheet as a CSV for that estate. If your account does not offer this export path, export what it allows, usually CSV or Excel, and check with Estateably. Keep each export matched to the estate it came from.

  2. 2

    Test the import first

    Import the inventory into the matching estate, starting with a dry run so you can review it before applying changes. The import brings assets across, not every estate record. Plan to record the grant, beneficiaries, debts, claims, and money already moved separately, then reconcile each estate account with your trust account before relying on the new records.

  3. 3

    Review the import results

    Check what the dry run reports before applying the import. Identical rows are skipped, and a conflicting row stops the whole file, so resolve conflicts before trying again. Each source column is kept with the asset. Use the switching guide’s mapping notes to confirm what came across and what did not, then check that the records you need are present.

  4. 4

    Run both systems briefly

    Keep Estateably available while you work from the new database and Claude Code for a short period. Compare estate inventories and current positions, and check that updates are being recorded in the right place. Reconcile each estate account with your trust account before relying on the new records. Agree with your team how to handle changes during this overlap so records do not drift.

  5. 5

    Switch off Estateably

    When you have checked the imported records, reconciled the accounts, and agreed the new process with your team, stop entering new work in Estateably and use the new system as your working record. Keep exported files and database backups private because they contain personal information about the deceased and their family. Confirm you have access to any records you still need before ending Estateably access.

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Where the real effort goes

The real work is usually mapping your fields and rules, deciding which history to bring forward, and recording information that is not in the inventory export. The export brings assets across, while grants, beneficiaries, debts, claims, and money already moved need to be recorded, and estate accounts reconciled. When Enterprise DNA installs and runs the system for you, they handle this setup and migration work.

Not ready for a call?

Get your Estateably switch plan by email

We will send you the step-by-step plan for moving your business off Estateably, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to make it yours

Start with the free estate desk or have your version built

Open source

Do it yourself

Free code

  1. 1 Clone the repo and run npm install, npm test and npm run demo.
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor.
  3. 3 Export each estate’s inventory from Estateably, save it as CSV and import it with a dry run first.
  4. 4 Record the grant, beneficiaries, debts and claims, then reconcile the estate account.
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your letters, letterhead, fields and file stages
  • check The distribution rules for every state you work in, with sources
  • check Your Estateably estates brought across and reconciled
  • check A web front end or a beneficiary portal if your practice wants one

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed and operated through Omni by Enterprise DNA
  • check Access for your lawyers and clerks, backups and restore checks
  • check The Monday review and lapsing notices raised every week
  • check Rules and letters kept current as your practice changes
Book a call with Sam

Questions

Instead of Estateably, answered

Does this replace everything Estateably does? expand_more

The free version covers the estate desk: grants, assets, debts, beneficiaries, claims, notices, the estate account and the letters around them. It does not file court forms or run a beneficiary portal. We scope those for your version before you switch.

Does it tell us when it is safe to distribute? expand_more

It shows when an estate meets the recorded rules for New Zealand and New South Wales, and it refuses a distribution outside that window unless the advice relied on is recorded. The responsible lawyer still decides. It is a records check, not legal advice.

What happens to our existing Estateably estates? expand_more

Estateably exports each estate’s inventory as a spreadsheet. We bring the assets across, then record the grant, beneficiaries, debts, claims and money already moved, and reconcile each estate account with your trust account before you rely on it.

We work in Victoria and Queensland too. Will it handle that? expand_more

The free version has the New Zealand and New South Wales rules and marks other states as not configured, so nothing is guessed. Your version carries the rules for every state you work in, each with its source.

What do we pay Enterprise DNA? expand_more

The code is free. A version built and run for your practice has one setup fee, then a retainer. Sam reviews your Estateably bill, how many estates you open a year and the letters you send before agreeing the scope.

Own the records behind every estate you administer

Take 30 minutes with Sam to go through your Estateably bill, the estates your team runs and the rules you work under. We map your files and agree what your version needs before you change systems.

Book a 30-minute call with Sam Get the free version

Estate Administration for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Estateably?

Get your version built