How do I access the dashboard?

When you log in to Estateably, you are automatically directed to the Dashboard. From there you can view all your files, create new files, and switch between file types (Estates, Trusts, POAs).

How do I open a file?

Go to your Dashboard.
Locate the file you want to access.
Click anywhere on the file row.

The file opens in the Overview tab.

Where is the main navigation menu inside a file?

The main navigation menu is on the left-hand side of the screen. It lets you move between sections such as Overview, Contacts, Tasks, Distributions, Accounting/Inventory, Documents, and Reports. Available sections vary depending on the file type.

How do I switch between file types?

Go to the Dashboard.
Use the file type selector (typically in the upper-left area).
Choose Estates, Trusts, or POAs.

The dashboard updates to show the selected file type.

How do I return to the dashboard from a file?

Click Dashboard in the top navigation, or use your browser's back button.

Where can I find settings?

Click the Settings (gear icon) in the top-right corner of the screen. This opens administrative options including Members and Teams, Roles and Permissions, Compensation Fees, and Saved Contacts.

How do I access my user profile?

Click your initials in the top-right corner.
Select View Profile.

From there you can manage personal information, password and security, notification preferences, and email configuration.

Where can I view notifications?

Click the bell icon in the top-right corner. A red dot indicates new notifications. Clicking the bell shows updates for task changes, file activity, and system notifications.

How do I access tasks across all files?

Click Tools in the top navigation.
Select Tasks.

This opens the Tasks Dashboard, where you can manage tasks across all files.

Why do navigation options differ between files?

Navigation varies by file type. Estate files include Estate Accounting; trust files include Trust Accounting. The layout is consistent, but available features adjust based on the file context.

Can navigation differ based on user permissions?

Yes. Certain features or sections may be hidden if access has not been granted for your role. Contact your organization administrator if you believe you should have access to a feature.