Estateably alternatives
Estateably alternatives for NZ and Australian businesses
Estateably: US$12,996 a year for 50 new files, plus US$320 per extra file
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The options
What people compare Estateably with
Estateably Pro lists US$1,083 a month billed annually, or US$12,996 a year, for 50 new files, with each extra file costing US$320 on a platform plan. You may look for an alternative because its court forms and accounting formats follow North American processes, while New Zealand and Australian rules are yours to track.
Yours to own
Estate Administration for Claude Code
The open-source estate administration system that is just a database and Claude Code. Built around your business, with your Estateably data brought across.
See how it worksHow to choose
How to choose a Estateably alternative
- 1
What drives the bill
Check what the bill is tied to: new files, extra files, per-file charges, notices or setup. Estateably Pro lists an allowance of 50 new files a year, and each extra file on a platform plan costs US$320. Your costs can change as the number of estates you open changes.
- 2
Who owns your records
Ask where your records sit and whether you can keep them in a database you own. With an owned version, your records are held in a database owned by your business. Confirm how your current records can be brought across before you decide to switch.
- 3
Fit with your practice
Check that the system reflects the rules, fields and paperwork your business actually uses. Estateably’s court forms and accounting formats follow North American processes. An owned version can be scoped around your business and jurisdiction, so agree which local rules and working details it will cover.
- 4
What switching involves
Estateably exports each estate’s inventory as a spreadsheet. Bringing the assets across is only part of the work: grant details, beneficiaries, debts, claims and money already moved also need recording, and each estate account needs reconciling with your trust account before you rely on it.
The option that fits
Own a version built for your business
Enterprise DNA builds your estate system around how your business works, including your local rules, records and paperwork. Your records sit in a database you own, and you run the system in plain language. There are no per-seat plans. Enterprise DNA brings your Estateably data across, agrees the scope with you, then builds and runs your version for one setup fee and a monthly retainer. A free version is available if you prefer to run it yourself.
- check Your records sit in a database you own
- check Built around your rules and working practices
- check One setup fee, then a monthly retainer
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
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Estateably data across and run it for you.
Questions
Estateably alternatives, answered
Can an alternative cover the estate work we do in Estateably? expand_more
The free version covers grants, assets, debts, beneficiaries, claims, notices, the estate account and related letters. It does not file court forms or run a beneficiary portal. Enterprise DNA agrees the scope for your version with you before you switch.
How is Enterprise DNA's option priced? expand_more
The free version is available for you to run yourself. If Enterprise DNA builds and runs a version for your business, the arrangement is one setup fee followed by a monthly retainer. The scope is agreed before the work begins.
How would our existing Estateably records move across? expand_more
Estateably exports each estate’s inventory as a spreadsheet. Enterprise DNA brings the assets across, then records the grant, beneficiaries, debts, claims and money already moved. Each estate account is reconciled with your trust account before you rely on the new system.
Will it fit the rules where our estates are administered? expand_more
The free version includes New Zealand and New South Wales rules. Other Australian states are marked as not configured rather than guessed. Your version can be scoped to carry the rules for every state you work in, with each rule’s source recorded.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what Estateably costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Estateably?
Get your version built