Estateably

Alexander Wulkan

Managing assets and liabilities in your files

This article walks through the general steps to add an asset, with consideration to how initial assets of a trust are added.

This article walks through the general steps to add a liability, with consideration adding initial liabilities of a trust.

How to add original and trustee/executor/guardian-purchased holdings to Estateably.

How to manage inventory items in Estateably

How to export an excel file of all inventory items added to Estateably.

How to generate a report that shows all the funds in managed/estate/trust accounts as of a certain date.

How to generate a report that shows all the inventory currently held by an Estate, Trust, or POA.

How to generate a report that shows the deceased's inventory as of the date of death.

How to generate a report that shows all the liabilities in an Estate as of the current date.

How to generate and manage inventory reporting

Frequently asked questions about inventory management in Estateably

How to manage transactions in a bank account of the deceased in an Estate, or the bank account of a grantor in a POA.

How to manage transactions in the investment account of the deceased in an Estate, or the investment account of a grantor in a POA.

How to perform actions on holdings such as purchases, sales, stock splits, ACB adjustments, and ROCs.

How to manage bank and investment accounts

How to create an opening balance for an account on an Estate, Trust, or POA.

Please see the video below for a step-by-step of adding and liquidaing GICs in Estateably.

How to track payments to a loan, line of credit, or other liability in Estateably.

Frequently asked questions on managing accounts in Estateably

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