• 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
• I need to allocate an item to a beneficiary/beneficiaries.
• A beneficiary is entitled to both the residue and a cash bequest. How do I enter this to the platform?
• My executor is also a beneficiary of the estate, or vice-versa— do I need to enter their details twice?
• I need to add a renounced executor
• I need to add details on a spouse/former spouse/partner for certain forms, but I'm not sure where to enter their information.
• How do I change the allocation settings from a fraction to a percentage (or vice versa)?
• I want to add/edit a beneficiary, but I cannot move past the allocation setting screen
• Ontario: Options for service
• I am having difficulty adding a suite number/apartment number/PO Box to an address
• There are several bank accounts with the same institution. Is it possible to prepopulate the bank's information?
• I need to secure a loan to an asset (e.g. a mortgage to a real estate item)
• 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 the 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
• When I download my files in WordPerfect, they are not properly formatted
• How do I create a tax holdback?
• Can I change the Task Checklist?
• Invoices should be sent to me/a different member of the team