Estateably

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

Adding an Asset

There are two ways to add an investment account for Estate Accounting. The method you choose depends on whether you plan to track holdings.

Adding an Investment Account (Estates)

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

Adding Holdings

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

Adding a Liability

Adding a Holdback/Reserve Amount

This guide walks you through importing holdings for a deceased investment or bank account.

Date of Death Statement Import

How to manage inventory items in Estateably

Getting Started

This article explains how to add a GIC as a Date of Death asset in Estateably.

How to Add a GIC (Date of Death Asset)

This article explains how to add a GIC purchased after the date of death.

How to Add a Current GIC (Acquired During Administration)

This article explains how to record accrued interest separately from a GIC.

How to Track Accrued Interest for a GIC

This article explains how to distribute a GIC to a beneficiary.

How to Distribute a GIC

This article explains how to liquidate a GIC within an account.

How to Liquidate a GIC

Below are answers to common questions about managing Guaranteed Investment Certificates (GICs) in Estateably.

GIC FAQs

A series of articles that guide you on how to add and manage GICs

Adding and Managing GICs

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