1. Estateably Support
  2. Estates

Estates

Topics

Explainer Videos

FAQ

Frequently Asked Questions

Create a New File

Assets

Tasks

Includes Onboarding, Discovery, Taxes, Spousal Division, and Clearance Certificate Forms

Liabilities

Contacts

Use this section to add Liquidators, Beneficiaries, and Other Contacts to the estate file

Inventory

This section is used to itemize all of the deceased's assets and liabilities

Estate Accounting

Includes logs of all transactions and can be used to record new distributions

Distributions

This section can be used to distribute assets and cash and to distribute the residual estate value

Forms and Letters & Document Storage