Gone are the days of entering multiple transactions to reflect dividend reinvestments or new purchases of existing holdings. Users are able to benefit from the following new features:
From the Inventory section, in an Estate Investment Account, you will have the option to Buy More Holdings:
From the Estate Accounting section, you will be able to run an additional Report on Holdings, which will break down all individual transactions to date for each holding.
We recognize that no two estates are ever alike, even when completing tasks. Users can now add their own checklists to any task to better track and document the work they have done and need to do. We have also provided enhanced flexibility to in app task management including:
To accommodate for our growing list of automated forms and template letter we have reorganized the forms and letters section in the application. This will help users find the forms they need quicker and provide simpler search capabilities throughout the sections.
The documents section is a key component of our estate administration application. All uploaded documents be it via a task or ad-hoc process will live here, as well as any generated forms. The purpose of this section is to provide users with one easy to use, centralized repository where they can find any relevant document related to an estate file.
Have an idea or feature you would like to see in Estateably? Submit your idea here and our product team will be in touch.
If you want to see how Estateably can help streamline your estate administration practice book a demo today!