Estateably

How to manage transactions in a bank account of the deceased in an Estate, or the bank account of a grantor in a POA.

Managing bank accounts (Estates and POAs)

How to manage transactions in the investment account of the deceased in an Estate, or the investment account of a grantor in a POA.

How to perform actions on holdings such as purchases, sales, stock splits, ACB adjustments, and ROCs.

How to manage bank and investment accounts

How to create an opening balance for an account on an Estate, Trust, or POA.

Please see the video below for a step-by-step of adding and liquidaing GICs in Estateably.

How to track payments to a loan, line of credit, or other liability in Estateably.

Frequently asked questions on managing accounts in Estateably

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