From the file dashboard, click the three-dot menu next to a case to access the following actions.

Rename a case

To change the file name as it appears on the Active Files list:

Click the three-dot menu next to the case.
Select Rename.
Type the new name and press Enter or click Save.

Note: You may still need to update the name of the deceased, settlor, or grantor in the Intake section if applicable.

Reassign a case

To transfer primary ownership of a case to another user (this removes the existing assignee's case-specific permissions):

Click the three-dot menu next to the case.
Select Reassign.
Select the new assignee from the list of team members and click Reassign.

Add collaborators

To give a team member full access to a case while keeping the existing assignee:

Click the three-dot menu next to the case.
Select Collaborators.
Select the collaborator(s) from the list of team members and click Add.

Archive a case

To put a case in a read-only state:

Click the three-dot menu next to the case.
Select Archive.
Enter the reason for archiving and click Archive.

Archiving pauses any annual charges and removes the file from the Active Files screen. Archived files are accessible under the Archive tab on the file dashboard.

Duplicate a file (Estates only)

Useful when spouses pass away around the same time, or when files share similar information:

Click the three-dot menu next to the case.
Select Duplicate.
Step through the Case Creation process. Most information is preloaded — update or add details as needed.

Duplicating copies the Intake and Contacts sections to the new file. A charge applies for the new case.

Delete a case

To remove a file from your dashboard:

Click the three-dot menu next to the case.
Select Delete.
Confirm the deletion.

If you have not been charged yet — delete the file and you will not be charged.

If you have already been charged and want a refund — do not delete the file. Contact the Estateably team as soon as possible. Refunds are not guaranteed but the team will do their best to help.

If you can't see these options

Depending on your permissions, you may not have access to all of these actions. If you cannot select an option, reach out to the colleague who manages Estateably at your firm and request additional permissions, or contact the person who created the case and ask them to add you as a collaborator.