Estateably's Changelog

The Trust Statement of Accounts report has been updated to deliver better consistency and reliability.

With comprehensive verification of all accounting calculations (income, capital, receipts, disbursements, allocations, and closing balances), practitioners can generate statements that reflect the most current data in their files, confidently and efficiently.

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Make Estateably work the way you work.

Estateably continues to expand its customization and flexibility. With the new Transaction Categories dashboard on the Settings page, Organization Admins can create and assign categories according to their file (Estates, Trusts, POA), cashflow, and money type, ensuring every transaction is classified accurately and consistently.

The dashboard also makes it easy to bulk import your firm’s existing category structure and enable or disable them as needed, so your team can log and report transactions using your custom categories without affecting past data.

You get cleaner data, consistent reporting, and a platform that adapts to your firm’s accounting workflows.

You can now edit the Money Type on Transfer Cash transactions.

The Edit modal lets you update the Money Type without deleting and recreating the transaction:

• US accounts: Principal / Income / Other
• Canada accounts: Capital / Revenue / Other

Note: If “Other” is selected, a warning message will display indicating that the transaction will be excluded from reports and may result in unbalanced accounts. Reporting will reflect the updated selection.

You can select “Other” when updating multiple transactions, keeping bulk editing aligned with single transaction editing and avoiding the need to update transactions individually. This keeps your workflow consistent and eliminates the need for one-by-one updates.

Note: If “Other” is selected, a warning message will display indicating that the transaction will be excluded from reports and may result in unbalanced accounts. Reporting will reflect the updated selection.

‍A smarter way to collect estate information.

Estate professionals in New York can now send secure, password-protected intake forms directly to executor, administrator, or any trusted individual via email. They are guided through a simple web experience to submit deceased details, beneficiaries, executors, assets, and liabilities - automatically importing everything into Estateably.

The result? Less manual data entry, fewer follow-ups, and a self-paced experience for your clients.

The Interim Acknowledgment, Release and Indemnity report now provides clear, reliable outputs.

With feedback from practitioners, this update includes improved verification of distribution calculations, ensuring consistency and alignment with the most up-to-date data in your file.

FLSSI released updated Probate forms with minor wording, statute, and grammar updates. No workflow or functionality changes were made.

➕ New form added: P-3.0060 - Oath of Personal Representative (entities)

🗓️ All updated forms now reflect the January 1, 2026 revision date in the footer.

Click “Learn more” for the full list of changes.

You can now download a PDF preview of your Notice to Creditors before publishing. The new Download Preview button lets you review and share drafts with clients, make edits as needed, and publish without triggering creditor timelines.

✅ Client review before publication
✅ Fewer corrections and re-publishes
✅ Confidence your final notice is truly final

A quick heads-up: it’s now much easier to manage and track Public Notices across your estate files. You’ll see a new status column, a helpful dashboard, in-file banners, and an automated “Publish a Public Notice” task to help you stay on top of every step. Plus, clear status indicators make it easy to see your progress at a glance:
🔴 Not started • ⚪ In review • 🟡 Approved • 🟢 Published.

Building a Date of Death snapshot just got a whole lot easier.

‍With the new Statement Import tab (in Inventory and Estate Accounting, beside Liabilities), you can upload a valuation report or investment statement in PDF format, and Estateably will automatically extract the holdings and quantities.

We’ve updated several North Carolina court forms and introduced a new Language Interpreter field in the Intake to align with the latest state requirements!

Updated forms now available on Estateably include AOC-E-100 and AOC-E-101 (for decedents dying on or before February 29, 2024), along with AOC-E-199, 201, 202, 203A, 203B, 205, 650, 905, and 906. In addition, we’ve added brand-new versions of AOC-E-100 and AOC-E-101 for decedents dying on or after March 1, 2024.

📄 Ontario Estate Forms Speedily Updated!

‍The Ontario courts updated several key estate court forms following amendments to the Rules of Civil Procedure (O. Reg. 72/25), effective August 13, 2025. The revised forms - 74A, 74.1A, 74B, 74B.1, 74.1B, and 74J - now carry a January 2025 version date and are available in Estateably for immediate use by Ontario users!

Sync your Estateably tasks (with due dates!) straight to your Google or Outlook Calendar. Get reminders, see task details right from your calendar, and manage or remove synced tasks with just a few clicks.

⚡ Principal vs. income clarity (UPIA approved)‍

All transactions now require Capital/Revenue categorization with real-time running balances displayed in the left menu panel, and renamed "Account" field to "Money Type" for clearer distinction between fund location and ledger classification. Ensures UPIA compliance and provides immediate visibility into principal vs. income across all matter accounts for accurate fiduciary reporting - no more guessing games with your ledger.

⚡ Transfer away (cost basis intact)‍

Holdings can now be transferred multiple times across accounts while preserving complete lot history and cost basis data throughout each transfer. Supports complex disbursement strategies with full audit trail integrity, though transferred units appear as separate entries from existing holdings in destination accounts - keeping things organized even when distributions get complicated.

⚡ All your key metrics, front and center‍

Holdings List now displays average cost basis, book value, market value, and unrealized gain/loss directly on each line item without requiring modal clicks. Provides immediate access to key financial metrics for faster decision-making during distributions and reporting workflows - because clicking through modals is nobody's favorite pastime.

⚡ No more module hopscotch‍

Combined separate Inventory and Accounting modules into a single navigation section, allowing users to manage assets, liabilities, and all related transactions from one unified workflow. Eliminates module switching and provides complete financial oversight for fiduciary files in a single context - your workflow just got a lot smoother.

⚡ Total value entry (math not required)

Holdings modal now accepts total market or book values with automatic per-unit calculation, and expanded edit mode provides access to additional fields for mid-process updates. Streamlines data entry workflow and reduces manual calculations when working with full-value statements - because calculators are so last century.

⚡ Lot-level tracking that CPAs will appreciate

Holdings List now includes expandable lot management drawers for each holding, displaying acquisition date, units, cost basis, and remaining balance per lot for FIFO, LIFO, and Specific Identification accounting methods. Provides granular lot visibility directly from the Assets page, supporting precise partial liquidations and beneficiary distributions for U.S. tax compliance - no more digging through transaction pages.

⚡ Holdings consolidation (woot!)

Holdings List now consolidates multiple acquisitions of the same asset into a single section, with expandable drawers showing unit source breakdown for average cost accounting compliance. Eliminates duplicate holding entries while maintaining audit trail transparency for deceased/funding/original vs. purchased units - because nobody likes scrolling through endless duplicates.

The executor data collection game-changer.

Estate professionals can now send secure intake forms directly to executors via email with password protection, allowing executors to submit all deceased information, beneficiaries, executors, assets, and liabilities through a guided web interface that imports directly into Estateably. Eliminates manual data entry, reduces back-and-forth communication, and gives executors a self-paced submission experience - because nobody enjoys playing phone tag about asset details.

Your data just got even safer.

Estateably now meets rigorous PCI compliance standards for payment card data protection, joining our existing SOC 2 Type II compliance and advanced encryption to create industry-leading security protocols. Reinforces our commitment to safeguarding sensitive financial information across all fiduciary accounting and trust administration workflows - because your estate data deserves better protection than most people's secret cookie recipes.

We leveled up our security game.

Estateably now meets SOC 2 Type II standards for security, availability, processing integrity, confidentiality, and privacy, building on our earlier Type I certification to demonstrate consistent, auditable security programs. Provides comprehensive protection for highly sensitive estate and trust data through rigorous third-party validation - because your fiduciary information deserves more security than a teenager's diary with a flimsy lock.