What's New in Estateably - October 2021 Recap

Gabriel St-Maurice
Director of Customer Success

We're thrilled to announce the launch of our new feedback portal.

Executing against client feedback has always been part of our company ethos. It ultimately makes our product better, and this is why we encourage you to review and engage with our new feedback portal.

The portal was designed to gather your feedback on the features you believe should be included in future updates, as well as to allow you to submit new ideas for us to consider.

Once inside the portal, you will be able to quickly identify what our upcoming priorities (features/improvements) look like across four distinct sections:

  • Under consideration
  • Planned
  • In Progress
  • Launched

Have any ideas or suggestions? Please take a moment and tell us what features are most important to you!

1) A New Task Management Section

We’re excited to launch a new task management section called My Tasks. It is now available from the top menu.

The My Tasks section provides a clear list of tasks that have been assigned to the user across all of their estate files (either as owner or collaborator), along with their associated deadline (if any) so that they can clearly identify what needs to be worked on first.

Please note, My Tasks is only available for files created as of August 2021.

2) More Reports Can be Generated in Word

We’ve continued to convert all of our reports to Word, so they are fully editable and customizable.

The following reports are all now available to be generated in .docx:

  • The formal statement of accounts
  • Informal accounting
  • Asset list
  • List of unrealized assets
  • Statement of proposed distributions

They can be found in their respective sections as well as in the Forms & Letters section of the application.

Upcoming Changes to Ontario Estate Forms

The Ontario Superior Court of Justice has announced changes to its estate rules and forms, coming into force on January 1st, 2022.

We will have these new forms tested and ready so you can hit the new year running.

Click here to read about these changes.

As always, thank you for your continued feedback and support.

If you have any questions about any of the features listed above, please don't hesitate to reach out to us at support@estateably.com.

Gabriel St-Maurice
Director of Customer Success
Gabriel is a customer success professional with 8 years of B2B SaaS products and applications. He loves helping clients reach their technology goals and ensuring the best possible outcomes for adoption, integration, and overall user proficiency.

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