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 in Estate Accounting — with holdings for detailed tracking, or without holdings for a simpler cash-only approach. This article covers both…

Add 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

Import holdings for a deceased investment or bank account using a PDF statement that covers the date of death. This article walks through each step of the import process.

Import a Date of Death statement

How to manage inventory items in Estateably

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