Estate Accounting - Statement of Accounts | Estateably Demo

A walk-through of how to generate Statement of Accounts report on Estateably. This video shows how pre-populated estate transactions and compensation fees are pulled into a customizable statement of accounts, with options to select formats, schedules, and generate a ready-to-use report.

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00:00 Intro
00:03 Viewing all transactions
00:19 Navigating to the Statement of Accounts
00:28 Customization Options Overview
00:47 Generating the Statement of Accounts

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Estateably is a cloud-based platform that empowers financial institutions, accounting firms and legal professionals to transform their trust and estate administration and accounting practices.

We help over 1,000 firms and 5,000 practitioners across the United States and Canada streamline complex estate work, manage fiduciary accounting requirements, and deliver exceptional client service. Estateably puts powerful automation at the heart of your practice, so you can efficiently handle probate forms, precedent letters, trust accounting, beneficiary reporting, tasks, contacts, and inventory - all from one centralized platform.

With SOC2 Type II certification and commitment to the highest security standards, we've earned the trust of professionals and practitioners who demand both security and excellence in their fiduciary practice management.
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#estateably #financialstatements #accounting #financialreporting #legaltech #trustandestate

Видео Estate Accounting - Statement of Accounts | Estateably Demo канала Estateably