Deceased information. Displays the deceased's full name, address, SIN number, marital status, date of birth, and date of death. Click the pen icon to open the Intake page, where you can update or add more granular information.

Deadlines. Shows a summary of task deadlines, sorted by date, with the four most imminent tasks on the tile. Click View all deadlines to open the full list.

Tasks. Shows up to four tasks from the selected file-administration phase, with a color code for each task's status (incomplete, in progress, complete). Click a task to open a side panel with its overview, to-do list, notes, and history.

Documents. Lists documents generated or uploaded in the file. Filter by document type — All documents, File documents, or Additional documents. Click View all documents to open the Documents page for full management.

Add new note. Add notes and attachments to the file. Notes appear in the activity feed, and you can tag teammates to notify them. Estateably also saves any attachment to the Documents section.

File activities. Logs every action taken in the file — adding holdings, uploading documents, updating tasks. Filter the feed by activity type (Documents, Notes, Tasks), and pin important notes for quick reference.

How do I use the intake module?

Using task management

Managing individual tasks