On the file dashboard, you can click on the three-dot menu next to a case to carry out the following actions:
Rename a case on the Active Files screen
Rename a case on the Active Files screen
To change the file name as it appears on the Active Files list:
Click on the three-dot menu next to a case.
Select "Rename" in the drop-down.
Type the new name, and hit the "Enter" button or click "Save" to save your changes.
This will change the file name on the list.
Note that you may still need to change the name of the deceased, settlor, or grantor in the Intake section if applicable.
Re-assign a case to another user
Re-assign a case to another user
To give a team member full access to a case, and remove the existing assignee's case-specific permissions:
Click on the three-dot menu next to a case.
Select "Reassign" in the drop-down.
Select the new assignee from a list of team members at your firm, and click the "Reassign" button.
Add collaborators to the case (i.e. give team members full access to the file)
Add collaborators to the case (i.e. give team members full access to the file)
To give a team member full access to a case, while retaining the existing assignee's case-specific permissions:
Click on the three-dot menu next to a case.
Select "Collaborators" in the drop-down.
Select the collaborator(s) from a list of team members at your firm, and click the "Add" button.
Archive a case
Archive a case
To archive a case (i.e. put it in a read-only state):
Click on the three-dot menu next to a case.
Select "Archive" in the drop-down.
Enter the reason you are archiving the file, and click the "Archive" button.
Archiving a file pauses any annual charges, and removes it from the active files screen.
You can see your list of archived files by clicking on the "Archive" tab on the file dashboard.
(Estates only) Duplicate a file
(Estates only) Duplicate a file
To duplicate a file (e.g. in the event that spouses pass away around the same time, or other parties with similar shared information):
Click on the three-dot menu next to a case.
Select "Duplicate" in the drop-down.
You will be prompted to go through the Case Creation process. The majority of the information will be preloaded, and you can change/add in relevant info.
Note that this process will duplicate the Intake and Contacts sections to the new file.
Duplicating a file will result in a charge for the new case opened.
Delete a case
Delete a case
To remove a file from your dashboard:
Click on the three-dot menu next to a case.
Select "Delete" in the drop-down.
Confirm you'd like to delete the file.
You may have different reasons to delete a file:
You need to remove a file you have not been charged for yet, and ensure you will not be charged: You can simply delete the file from the dashboard and you will not be charged for it going forward.
You need to remove a file you have already been charged for, and would like to request a refund: no need to delete the file from your side.
Please reach out to our team with these requests as soon as possible. Our team cannot guarantee refunds, but we understand issues happen and will do our best to help.
Can't see these options / get an error when trying to save your changes?
Please note that depending on your permissions (set by the administrator of your Estateably account), you may not have access to take these actions.
If you are unable to select any of these options, you can:
Reach out to the colleague that manages Estateably for your firm, and request additional permissions, or
Reach out to the colleague who created the case, and request that they add you as a collaborator.