Estateably uses a combination of top and side menus to help you move between files and complete work efficiently.
Top Menu Navigation
The top menu lets you switch between high-level areas of the platform:
Estates
Manage estate files and related workflowsTrusts
Access and manage ongoing trust filesPower of Attorney (Canada Only)
Manage guardianships and related accounting, availability based on your regionVault
A secure, space where you can digitally store Wills or other documents associated to your clients
Left-hand Menu Navigation
Once inside a file, the left-hand menu gives you access to all file-specific sections:
Overview
View recent activity on the file and add internal notes visible to everyone working on itTasks
View and manage tasks associated with the file, including assignments, due dates, and task-specific detailsIntake
Collect and review key information related to the file you are working onContacts
Add and manage people associated with the fileForms and Letters
Generate documents related to the file for internal use, related parties, or formal submissionEstate Accounting
Track assets, transactions, and balances associated with the file and generate accounting reports as neededNotice of Creditors (Canada)/ Public Notices (US)
When working on an Estate, publish notices using integrated services when required based on file type and jurisdictionDistributions
Review, and track distributions to beneficiaries, including cash and in-kind distributionsDocuments
Access all documents generated or uploaded for the file in one place