Estateably

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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