Estateably

Alexander Wulkan

Automated accounting features, reporting and more

Fiduciary accounting

Fiduciary accounting overview

Default account configuration

How to use fiduciary accounting in Estateably

Getting started with fiduciary accounting

Transaction actions

Steps to bulk edit and bulk delete transactions in the accounting section

Bulk actions to transactions

Transferring cash

Locking transactions

How to manage transactions in the accounting section

Managing transactions

Adding individual transactions

Importing bank statements

Importing .csv or Excel transactions

Different methods for adding transactions to Estateably

Adding transactions

Creating a compensation fee structure

How to set up and use compensation fee calculations in Estateably

Compensation fees

How to create accounting reports in Estateably

Accounting reports

National Standards accounting report

North Carolina: AOC-E 506 - Account

California Standard Accounting

California: Summary of Account-Estate Schedules A-H

California: Summary of Account-Estates (Pleading)

New York: JA7 - Non-Trust Accounting Form

Massachusetts: MPC 853 - Account

Massachusetts: MPC 853a - Account (without Schedules)

Florida: P-5.0340 - Accounting Of Personal Representative(s)

Florida: Trust Accounting Template

US fiduciary accounting reports

Statement of accounts

British Columbia: P40 - Statement of Account Affidavit

Manitoba: 74AA - Affidavit Verifying Application and Accounts

Canadian accounting reports

Cash on hand reporting

Holdings reporting

Informal accounting reports

Transactions report

Non-jurisdiction specific accounting reprots

General accounting reports

Fiduciary accounting FAQs

Frequently asked questions about using fiduciary accounting in Estateably 

FAQs

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