In this test drive, you will be able to explore the following functionalities in Estateably:
- Case creation: how our initial file creation can save you time down the road.
- Intake form: details about the file needed to file for probate.
- Contacts: how to add beneficiaries, executors, and others.
- Inventory: logging items from the deceased’s final inventory.
- Generating forms and letters: pulling information from the app into the necessary court forms and precedents.
- Estate accounting: logging transactions to leverage in one-click reporting.
- Distributions: logging cash and item distributions from the estate to beneficiaries.
- One-click accounting reports: full automated reports generated based on estate transactions and executor compensation.
Review the mock file applicable to your region, and return to the Product Walkthrough document for next steps.
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