Note: all firms are able to schedule an onboarding session to enter their first file with a member of the Estateably team at no charge.
Please contact [email protected] to set up a session.
Step 1: Creating the file
Step 1: Creating the file
Depending on the case type you require, click on the Estate, Trust, or POA tabs at the top of the page.
Click the "Add new" button in the top-right corner. This will open the Case Creation wizard.
For an Estate: indicate the type of file you require. Please see our pricing page for a breakdown of inclusions within each file type.
Enter initial details about your file in the case creation wizard. Ensure you've filled in any required fields (denoted by a red asterisk.)
Once case creation is completed, you will be able to click the "Done" button to close the wizard. You can then click on the file to access it.
Step 2: Enter details to the Intake
Step 2: Enter details to the Intake
The Intake section logs information about the deceased, settlor, or grantor (depending on the type of file you've opened.) It is also where general details about the file's circumstances can be tracked.
The Intake is specific to the jurisdiction you are filing in.
To complete the Intake:
Click on the "Intake" module in the left-side menu.
Complete the fields in the Intake, and ensure you've filled in any required fields (denoted by a red asterisk.)
To save your input, click "Save" in the bottom-right corner.
Once you hit "Save", you should see a loading icon on the screen, and then a note on the bottom-left with the last updated date/time.
If the Intake screen displays a field with a red outline, this indicates you are missing required input. Simply complete the required fields and click "Save" again.
Step 3: Add contacts
Step 3: Add contacts
The Contacts section is where you can add interested parties on the file (e.g. on an Estate, you can add Beneficiaries and Executors).
All file types include an Other section as well, in which you can save contact information on non-interested but related parties (e.g. accountants, other legal professionals, etc.).
You can click on the tabs to navigate between contact types.
To add a contact:
Navigate to the tab that aligns with the type of contact you'd like to add.
Click the Add button in the top-right corner.
Complete the fields in the form, and ensure you've filled in any required fields (denoted by a red asterisk.)
To save your input, click "Save" in the top-right corner of the page.
Step 4: Enter inventory
Step 4: Enter inventory
The inventory is where you can add items of the deceased, settlor, or grantor.
Please reference the following resources for details on adding specific types of items to ensure they're entered properly:
Once you've completed the preliminary steps, you can then begin to generate forms and letters or work on accounting for the file.
Entering the details to the Intake, Contacts, and Inventory ensures forms and accounting reports generate correctly.