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FAQ

Frequently Asked Questions
  • How do I get started?
  • Forms not populating information, or updating with changes
  • 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
  • Unable to access the platform/receiving an error message
  • I need to allocate an item to a beneficiary/beneficiaries
  • Entering beneficiary residue and cash to the platform
  • Executor is also a beneficiary - enter the details twice?
  • I need to add a renounced executor
  • I need to add details on a spouse for certain forms
  • Change the allocation settings from a fraction to percentage
  • Allocation error - I want to add/edit a beneficiary
  • Ontario: Options for service
  • Adding a suite number/apartment number/PO Box to an address
  • Several bank accounts with the same institution
  • I need to secure a loan to an asset
  • Can I link accrued interest to a specific bank account?
  • How do I add stocks/GICs/other holdings?
  • I am unable to edit an Inventory item
  • The values in Inventory section are not adding up correctly
  • How do I import a PDF bank statement?
  • Are you integrated with NoticeConnect?
  • I want to invite a team member
  • I'd like to preload filer details to the Intake
  • I'd like to add my letterhead to precedents
  • WordPerfect forms are not properly formatted
  • How do I create a tax holdback?
  • Can I change the Task Checklist?
  • Invoices should be sent to a different member of the team
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https://support.estateably.com/hc/en-ca/sections/4418411355284-FAQ
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FAQ
Commonly-asked questions about Estateably
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https://support.estateably.com/hc/en-ca/sections/4665315268628-Explainer-Videos
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Explainer videos
Training material related to each module of the platform
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/hc/en-ca/requests/new
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