# Estate360 Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Estate360 Software - reviews, pricing plans, popular comparisons to other Legal Document Management products and more.

Source: https://www.capterra.com/p/10046545/Estate360

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 Estate360 Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 17, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

Estate360

## What is Estate360?

Estate360 is estate administration software that simplifies the settlement process for executors and trustees managing estates of any complexity. The platform provides a guided framework for asset management, debt settlement, tax handling, and inheritance distribution across borders and currencies. A personalized Activity List helps ensure critical steps are completed, while a secure digital vault stores essential documents like wills, trusts, and financial records. Documents can be shared with professionals or family members as needed. Estate360 supports publishing Notices to Creditors globally, helping maintain compliance with local regulations and protecting estates from claims. The software promotes transparency throughout the settlement process, helping beneficiaries understand the estate plan. By consolidating tasks into one system, Estate360 aims to shorten settlement timelines and reduce administrative burdens.

## What is Estate360 used for?

[Legal Document Management](https://www.capterra.com/legal-document-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

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### Starting price

Free trial not available

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Tracking

Track and document all activities across devices, networks, and other systems

Case Management

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Contact Management

Manage, organize, and store contact information

Customizable Fields

Customize data fields to support various needs and use cases

Document Capture

Scan, move or upload electronic files within the software's repository

Estate360 12 features

Track and document all activities across devices, networks, and other systems

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Track and manage adherence to policies for any service, product, process, or supplier

Manage, organize, and store contact information

Customize data fields to support various needs and use cases

Scan, move or upload electronic files within the software's repository

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Specifically designed to address the needs of law firms and legal departments

Search for specific words or phrases within a document or database

Securely stores data to prevent data loss or breaches

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## Pricing

### Starting price

Free trial not available

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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