Step 1: Create the file
Welcome to the Estateably platform! To get started, click the Add New Estate button in the top-right hand side (or Add New Trust, depending on the type of file).
This will open the Onboarding Wizard. Respond to the prompts in the module— you can view our video on case creation if you'd like more details.
Once you've confirmed and saved your information, click on the file to open it.
Step 2: Intake
After you've opened the file, begin by selecting the Intake.
Enter the details on the file. You'll recognize that the fields in the Intake correspond to the fields in your jurisdiction's probate application.
Please ensure you click Save/Update in the lower-right corner any time you've made additions or changes to the form.
Step 3: Contacts
Next, access the Contacts section.
Use the menu to toggle between Beneficiaries, Executors (or Trustees in the case of a trust file) and all other contacts, and click the Add New button to create a contact.
Then, enter the information for the contact according to the prompts— watch our videos on adding beneficiaries and executors if you would like further details.
Finally, click Save in the upper-right corner to confirm your changes.
Step 4: Inventory
Next, access the Inventory module.
Click Add New to enter details on the inventory items.
If you are working on an estate file, ensure all items you add have a date of death value and a current value— you can view our video on the Inventory for further information.
When you're finished, click Save in the upper-right corner to confirm your changes.
Step 5: Generate your forms and letters
Finally, you can access the Forms and Letters section. Once you've completed the Intake, the Contacts, and the Inventory sections, you will be able to create the necessary forms.
Use the search bar or folders to locate the document you need. Click on Generate in the lower-right corner to create your file; then, download your document using the button in the middle of the page.
Note that if you've updated your Intake, Contacts, or Inventory since the last time you generated a form, you will need to click Generate New in the lower-right corner to pull your changes into the document.
You can view the Documents tab for all previously-generated files.
Watch our explainer video on the Forms and Letters section if you'd like further information.
If you are still having difficulties, or would like to book a Zoom onboarding session, please create a support ticket by emailing email@example.com (or wait for a response if you've already created one.)
If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.
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