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Estates

Our Help Center is under construction. Please contact support@estateably.com if you have trouble locating an article.

  • Creating a New File (Overview Video)
  • Overview Page (Overview Video)
  • Completing the Intake Section (Overview Video)
  • Adding Beneficiaries (Overview Video)
  • Adding Executors (Overview Video)
  • Using the Inventory Section (Overview Video)
See all 11 articles
  • How do I get started?
  • My forms and letters are not populating information, or they are not updating when I change information
  • Changes I made in Word are not reflected in Estateably
  • I can't find a specific form
  • The document I generated only renders one page in Word
  • I am unable to access the platform/constantly receiving an error message
See all 30 articles
  • Overview
  • Add a New File
  • Accrued interest
  • Cash on Hand
  • Bank Account
  • Income Receivable
  • Real Estate
  • Investment Accounts
See all 12 articles
  • Tasks Report
  • Task Notes
  • Advanced Task Filters and My Tasks
  • Task Deadlines and Assignments
  • Task Phases
  • Accessing a Task
  • Tax Holdbacks
  • Spouse or Dependencies
  • Income Tax Payable
  • Accrued Interest Liability
  • Loans Payable
  • Civil Liability
See all 10 articles
  • List of Beneficiaries
  • Executors
  • Beneficiaries (Outside of Quebec)
  • Types of Beneficiaries (Quebec)
  • Other Contacts
  • Capital and Income Accounts
  • Assets and Liabilities Passing Through or Outside the Estate
  • Accounting and Distribution Reports
  • Estate Accounting
  • Adding Transactions Manually
  • Estate Account Balance & Residual Estate Value
  • Distribute Items
  • Distributions To-Date
  • Proposed Distributions
  • Distribute Cash
  • Generate New
  • Documents
  • Forms and Letters
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