Estateably

Managing any related parties to your files

Contact management

Add a beneficiary to a file so their details appear on forms and letters and they can be selected for distributions. This article explains how to add and edit beneficiary…

Add and edit a beneficiary profile

Add an executor, trustee, or personal representative profile to a file so their details appear on forms, letters, and accounting reports. This article covers both adding and editing.

Add and edit an executor profile

Generate a printable List of Beneficiaries report that shows each beneficiary's details, bequests, and residual entitlement. Available as Word or PDF.

Generate a List of Beneficiaries report

Answers to common questions about adding, editing, and managing contacts in Estateably, including beneficiary profiles, legacy types, saved contacts, and the List of Beneficiaries report.

Contact management FAQs

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