0:00 Hi there, I'm Alex with Estatably. Estatably is powerful software that helps you automate some of the tedious and time-consuming portions of estate and trust work.
0:15 In this video I'm going to give you a quick two-minute overview of what we have in Estatably. If it looks like something you're interested in, please don't hesitate to book a demo with our team so that we can get you set up on Estatably.
0:27 The first thing that you see here is our task management screen where you can use our app. We have-of-the-box tasks to manage due dates, deadlines, and assign it to any collaborators that you have at your practice.
0:40 Next, we take a tell-us-once approach to our intake, contacts, and inventory sections to make it easy for you to access entered data and have it be reused across any forms, letters, or reports that you need throughout the administration process.
0:57 If you're ever tasked with generating probate forms, we have a full library of documents for the entire state that are all available on our You'll to generate them with one click, in addition to publishing public notices with any newspaper provider in California.
1:12 Once you're ready, you can go down to the accounting section and even generate and calculate compensation fees for your file, and you're good To generate this as a PDF document, review my start and end date, and any of the schedules that I want to be shown, and within just a few seconds, I'm going to
1:41 have an informal accounting generated. that I can easily share with beneficiaries, that is formatted and prepared for you. This is just a small glimpse of what Estatably can do, but if this looks like something that will help your practice, please don't hesitate to reach out and we'll be excited to show
1:59 you a full demo. Thanks so much and have a great day.