Generate a form
Go to the Forms and Letters section.
Click Generate next to the form you want to create to open the form editor.
Enter or edit the file name. A default name is pre-filled.
Choose a format: Word or PDF.
Enter the required fields, such as dates, estate values, and beneficiaries.
Click Generate Form to produce the document.
From the form editor you can also:
Click Email to send the form by email.
Click Save to store your input as a draft.
Click Cancel to close the editor. If you made edits, Estateably prompts you to save a draft or discard them.
After you generate a form, Estateably saves it to the Documents section and downloads a copy to your computer.
If you changed the Intake, Contacts, or Inventory sections since you last generated the document, generate a fresh copy from this screen instead of opening the older version in Documents. This pulls your updates into the form.
Conclusion
Your form is generated and saved to the Documents section, ready to preview, download, edit, email, or regenerate. If a form doesn’t generate, contact support.