Built for legal, financial and individual executors/trustees

Financial clarity,

at every level.

Trust & Able provides an accounting platform purpose-built for estates, trusts, guardianships and powers of attorney which comply with rigorous court requirements. Whether you need to comply with a court order, satisfy disgruntled beneficiaries, report to the PGT or reduce executor/trustee liability, we have the platform for you.

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Trusted by Canada's top Estate and Trust Practitioners

Trusted by leading firms

DeloitteKPMGBDOMNPGrant Thornton

Why Trust & Able

Everything your firm needs. Nothing it doesn't.

Stop stitching together spreadsheets and legacy tools. Trust & Able brings your billing, compliance, reporting, and client management into one intelligent platform.

Automated Billing & Invoicing

Generate compliant invoices, track billable hours, and reconcile payments automatically — across every client and matter.

Regulatory Compliance

Stay ahead of CRA requirements, trust accounting rules, and provincial regulations with built-in compliance checks and audit trails.

Real-Time Reporting

From P&L statements to matter-level profitability, get the financial intelligence you need the moment you need it.

Client Portal

Give clients secure, branded access to their documents, invoices, and financial summaries — no more email attachments.

Professional using Trust & Able software

2,400+Firms on the platform

98%Client retention rate

4.9/5Average review score

40%Reduction in admin time

"Trust & Able replaced three separate tools we were using. Our billing cycle went from two weeks to two days, and our compliance team finally has the audit trail they've always needed."

Sarah OkonkwoManaging Partner, Okonkwo & Associates LLP

Simple pricing