What is Estateably?
Estateably is an estate and trust administration platform designed to help professionals manage estate and trust files efficiently. The platform supports workflows such as file management, fiduciary accounting, task management, document generation, and distribution tracking.
What types of files can be managed in Estateably?
Estateably supports several types of fiduciary files, including:
Estates
Trusts
Powers of Attorney (POAs) *Canada only
Each file type includes tools designed to manage its specific administration and accounting requirements.
How do I create a new estate file?
To create a new estate file:
Log in to your Estateably account.
From the Dashboard, select Add New Estate.
Follow the guided setup process by entering the deceased’s information and file details.
Confirm the information to create the file.
Once created, the file will appear on your dashboard.
How do I open an existing file?
To open a file:
Log in to Estateably.
Navigate to your Dashboard.
Locate the file you wish to access.
Click anywhere on the file row to open it.
The file will typically open in the Overview section.
How are tasks managed in Estateably?
Estateably includes a built-in task management system designed to guide users through estate and trust administration.
Tasks may be generated based on:
The file type
The checklist selected
Information entered into the file
Tasks can be marked as complete and tracked within the file or through the Tasks dashboard.
How do I add beneficiaries or contacts to a file?
Contacts such as beneficiaries, executors, or trustees must be added to a file before they can be used in other features such as distributions.
To add a contact:
Open the file.
Navigate to Contacts.
Click Add New.
Enter the contact details and save.
How are distributions recorded?
Distributions can be recorded within the Distributions section of a file.
You can record:
Cash distributions
Asset or item distributions
These entries track when funds or assets are distributed to beneficiaries and can be included in reports.
What is fiduciary accounting in Estateably?
Estateably includes built-in fiduciary accounting tools that allow users to manage financial records within estate or trust files.
Users can:
Add assets
Record liabilities
Enter transactions
Transfer funds between accounts
Generate accounting reports
Import bank statements
This allows users to maintain a complete financial record of the administration.
Can I generate reports from my files?
Yes. Estateably allows users to generate a variety of reports depending on the file type and jurisdiction.
Examples include:
Distribution reports
Accounting reports
Fiduciary summaries
Reports are typically generated through the Reports section within the file.
Can I manage users and teams within my account?
Yes. Estateably allows administrators to manage users and teams.
Administrators can:
Invite new members
Assign roles and permissions
Create teams or office groups
Manage user access to files
These settings can be managed through the Settings menu.
Can I control file permissions for my team?
Yes. Roles and permissions allow administrators to control what actions users can perform within the platform.
Permissions can include access to:
Files
Management settings
Accounting features
Task functions
These permissions are configured under Settings → Roles and Permissions.
How do I manage my profile and notification preferences?
Users can manage their profile settings by:
Clicking their initials in the top-right corner.
Selecting View Profile.
From there, users can update:
Personal information
Password and security settings
Notification preferences
Email configuration
How do notifications work in Estateably?
Estateably provides notifications to keep users informed of activity within their files.
Notifications may include:
File assignments
Task updates
Notes or mentions
System updates such as imports or exports
Notifications can be configured to appear in-app, by email, or both.
Can I change default settings for files?
Yes. Certain settings such as compensation structures and permissions can be configured as defaults at the account level.
However, many of these settings can still be adjusted on a per-file basis if needed.
Where can I get help if I have questions?
If you need assistance with Estateably, you can contact Estateably Support or consult additional Help Centre articles for step-by-step guidance on specific features.