Estate-A-Base

Estate-A-Base®

Estate a Base Logo

Easy & intuitive estate administration.

For the fifth consecutive year, Estate-a-Base has been awarded a Canadian Lawyer Readers’ Choice Award by legal professionals across Canada who voted for their preferred practice management software.

Read more about the Canadian Lawyer survey here.

Record particulars of your various estate files, and automatically produce documents; including Ontario Superior Court of Justice forms under Rule 74, Polaris forms, inventory of assets, proposed distribution and extensive correspondence and documentation to facilitate performance of both solicitor’s and executor’s duties.

  • Includes upgrades and ongoing support from our knowledgeable and courteous staff
  • Includes the Estate Information Return form
  • FREE online training webinars!
  • Pay-Per-Use licenses, with client-disbursable fees
  • The Estate-a-Base Accounting Module included with every purchase of Estate-a-Base!

Features

Simplicity

Enter data once into the estate record and Estate-a-Base will intuitively guide you through the process of recording information pertaining to the interested parties, the estate assets and the tasks to be performed. Estate-a-Base will automatically prepare the necessary forms, correspondence and documents you require.

puzzle pieces estate a base
iconestateabase accessability

Accessibility

Estate work in Ontario requires filing numerous Superior Court forms;
Estate-a-Base automates all of those under Rules 74 and 75 of the Rules of Civil Procedures. This includes upward of 70 different forms required in estate administration, including the Estate Information Return form, all of which are updated in the event that a change occurs.

Versatility

Not only does Estate-a-Base manage files and produce all the necessary documents, but also helps track the progress of tasks to be completed. This process is ideal in estate law, where the required work can branch off in many different directions. The Estate-a-Base Accounting Module is also included when you purchase the estate administration software to track all financial transactions pertaining to an estate.

iconestateabase versatility

Partners

ERAssure Logo

ERAssure® Executor Insurance

Protect yourself by protecting your executor clients: The legal climate is changing in Canada, putting your executor clients at a greater threat of being sued. In this new era of risk for executors, it is essential to put ERAssure® Executor Insurance between your client and your professional E&O coverage – on every estate. ERAssure also issues Estate Administration Bonds as part of their product offering.

Please visit www.ERAssure.com or call us at 1-855-636-3777 for more information.

connect

NoticeConnect®

NoticeConnect is a simple, cost effective and court-approved platform for publishing and accessing legal notices online. The platform is trusted by lawyers, trustees, banks, and government to reduce both legal liability as well as estate trustee liability. In 2017, the Superior Court confirmed that publishing a notice to creditors on NoticeConnect entitles an estate trustee to the liability protection afforded the Trustee Act. The NoticeConnect integration within Estate-a-Base makes it even easier to post that notice that you might have thought twice about posting in the past.

You can visit www.noticeconnect.com or call 1.866.577.8509 to learn more about their services

Pricing

License Fee:

$475

You get:

  • FREE Upgrades and Ongoing Enhancements
  • FREE Telephone Support
  • FREE Partner Integrations
  • Use of the Estate-a-base Accounting Module (Pay-per-use)
  • FREE Training
  • Up to 10 Users

Estate Administration Fees:

$80 per Estate

Estate Accounting Pay- per- use Fees

1 to 150 accounting entries $105

Next 500 accounting entries $155

Over 650 entries (unlimited) $155

Purchasing this product entitles the purchaser to a 30 day Evaluation Period beginning the date the software is installed.  For the full terms and conditions, view the EULA.

FAQs

Testimonial

Estate-a-Base is a great program and very easy to use. Just as important, your staff have been terrific: responsive both to troubles at this end and to suggestions made. Kudos and thanks to all of you.

Tatham, Pearson & Malcolm LLP