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.

Managing investment accounts (Estates and POAs)

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

Corporate actions and holding options

Holdings: Selecting the right Asset Class and Sub-class

Alexander Wulkan

Ailsa Kennedy

Aishah Cholmondeley

How to manage bank and investment accounts

Account Management

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

How to create an opening balance

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

How to add and liquidate GICs

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

Accounting for an active loan/line of credit

Frequently asked questions on managing accounts in Estateably

FAQs

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