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

Ari Brojde

Justin Sardilli

Marisa Shaw

Lucas Popenke

Jodean Hendrie

Bianca Tătaru

Eros Comunello

Christopher Brockwell

Nicolas Huray

Graeme Jones

Mathias Weber

Vanusa Uller

Alex Wulkan

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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Software Development

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Directors

About

Team members

Other teams at Estateably

Software Development

Leadership Team

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