Estateably

By default all inventory items pass through the estate. This article explains how to mark an asset or liability as passing outside the estate — for example, insurance or registered…

Set an asset or liability to pass outside the estate

Can I enter holdings by total value instead of calculating per-unit costs?

Record an asset that is to be given in-kind to a beneficiary under the directions of the will, then distribute it from the Distributions tab.

Add and distribute a bequeathed asset

Answers to common questions about recording and managing assets and liabilities in the Inventory section of Estateably, including how to add, categorize, and export inventory items.

Inventory management FAQs

Frequently asked questions about inventory management in Estateably

Inventory FAQs

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