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)

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

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

Adding Holdings

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

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