Note: All firms can schedule an onboarding session with a member of the Estateably Customer Success team to walk through creating their first file.
For assistance, contact [email protected].
Step 1: Create the File
At the top of the page, select the appropriate product tab: Estate, Trust, or Power of Attorney. Then click Add new in the top-right corner to open the file creation flow.
The file creation flow guides you through five steps:
Step 2: Select the Team
Choose the team the file belongs to.
If you only belong to one team, it will be auto-selected.
Step 3: Select the Jurisdiction
Select your country (Canada or United States).
Select the applicable province, state, or territory.
Step 4: Enter File Details
Enter the basic information required for your file.
Step 5: Review & Create
Review all entered information before finalizing.
Use Previous to go back and edit any step if needed.
Click Create File to finalize and open your new file.
Next Steps
Complete the Intake, Contacts, and Inventory sections to accurately generate your forms and letters