The Trust Statement of Accounts report has been rebuilt to improve accuracy, reliability, and confidence in trust reporting.

This update includes a comprehensive verification of all accounting calculations used within the statement, including income, capital, receipts, disbursements, allocations, and closing balances. All values are now calculated consistently and reflect the most up-to-date data in your file at the time of generation.

The Edit modal for Transfer Cash transactions now includes the Money Type field.

Users can change the selection between:

• Principal / Income / Other (US)
• Capital / Revenue / Other (Canada)

The transaction can be saved without deleting and recreating it.

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 Money Type selection.

You can now select “Other” as a Money Type when using Bulk Edit on multiple transactions.

Previously, “Other” was available when editing transactions individually, but not when editing multiple transactions at once.

This update ensures bulk editing supports the same money type options as single transaction editing.

What This Means for You

• You can update multiple transactions to Other in one step
• Your workflow is more consistent across single and bulk edits
• No need to update transactions one by one
• 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 reflects the updated Money Type selection.

Hi there,

You can now create and manage custom categories for transactions, giving your organization more flexibility while keeping accounting compliant and consistent.

Who Has Access

• The Transaction Categories dashboard is available only to Organization Admins.
• Only Org Admins can create, edit, activate, disable, or delete transaction categories.

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Accessing Transaction Categories

To access Transaction Categories:

1. Open the Settings gear in the top navigation.
2. Navigate to the Organization section.
3. Select Transaction Categories.

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Transaction Categories Dashboard

Org Admins can now access a centralized Transaction Categories dashboard to manage how transactions are categorized across files.

What You’ll See

• A complete list of Estateably System Categories, available for reference.
• Any Custom Categories created by your organization.

Dashboard Details

Each category displays:

• Category Type: System or Custom
• Category Name
• File Type: Estates, Trusts, and or POA (multi-select)
• Cashflow Type: Deposit and or Withdraw (multi-select)
• Money Type:

• Canada: Capital or Revenue
• United States: Principal or Income

1. Active Toggle: Enable or disable use of the category
2. Edit and Delete Actions: Available for Custom Categories only

Additional tools include:

• Filters for File Type, Cashflow Type, Category Type, Account Type, and Status
• Search for quick category lookup

Note: System Categories are read-only and cannot be edited or deleted.

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Adding a Custom Category

Click + Add Category to open the creation modal.

Required Fields

• Category Name
• File Type: Estates, Trusts, POA (multi-select)
• Cashflow Type: Deposit and or Withdraw (multi-select)
• Money Type:

• Capital or Revenue (Canada)
• Principal or Income (United States)

Once saved, the category:

• Appears in the Transaction Categories dashboard
• Becomes immediately available for use in files that match its configuration

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Editing Categories

• Editing the Category Name

• Updates the name everywhere, including existing transactions

1. Editing File Type, Cashflow Type, or Money Type

• Applies only to new transactions
• Existing transactions are not modified to prevent accounting imbalances
• You may manually edit individual transactions in a file if needed

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Deleting and Disabling Categories

• A custom category can be deleted only if it has not been used in any transactions
• If a category has already been used:

• The delete action is disabled
• The category can still be disabled using the Active toggle

1. Disabling a category:

• Prevents it from being assigned to new transactions
• Does not affect existing transactions or historical accounting

This ensures accounting records remain accurate and balanced.

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Bulk Import Transaction Categories

Org Admins can now bulk import custom transaction categories using an XLSX file, making it faster to onboard large or standardized category sets.

Accessing Bulk Import

• Navigate to Settings → Organization → Transaction Categories
• Click Bulk Import next to + Add Category

Uploading a File

• Upload is XLSX files only
• Drag and drop or select a file to upload
• A link to a support article is available directly from the upload screen for formatting guidance

Validation

• The file is automatically validated after upload
• If validation fails:

• The import is rejected
• You will be prompted to review the XLSX file and try again

1. If validation passes:

• You may proceed to review the imported categories

Review Imported Categories

After a successful upload, you will see a review screen displaying all imported categories.

Review Screen Details

Each imported category includes the same fields as the dashboard:

• Category Name
• File Type (Estates, Trusts, POA)
• Cashflow Type (Deposit and or Withdraw)
• Money Type

• Canada: Capital or Revenue
• United States: Principal or Income

All fields are editable at this stage before finalizing the import.

Handling Duplicate Categories

• If a duplicate Category Name is detected:

• Within the uploaded file, or
• Against an existing category in your organization

1. The category will be highlighted in red with a warning
2. You cannot complete the import until the duplicate is:

• Renamed, or
• Removed from the import

This ensures category naming remains unique across your organization.

Finalizing the Import

Once all categories pass validation:

• Click Add Categories
• The new categories will:

• Appear immediately on the Transaction Categories dashboard
• Be available for use in files according to their configuration

XLSX File Formatting Requirements

To successfully import categories, your XLSX file must follow the formatting rules below.

Required Columns

Each category field must be its own column in the spreadsheet:

• Category Name
• File Type
• Cashflow Type
• Money Type

Field Rules

• Category Name

• Text field
• Must be unique across your organization

1. Money Type

• Single value only
• Canada: Capital or Revenue
• United States: Principal or Income

1. File Type

• Multi-value field
• Use a comma-separated list for multiple values
• Example: Estates, Trusts, POA

1. Cashflow Type

• Multi-value field
• Use a comma-separated list for multiple values
• Example: Withdrawal, Deposit

Delimiter Rules

• Use a comma ( , ) to separate multiple values in a single cell
• Do not use line breaks or additional spacing beyond the comma

Files that do not follow this structure will fail validation and must be corrected before importing.
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We’re excited to announce that Estate Intake is now available for New York estate files.

Send secure, password-protected intake forms to an executor, administrator, or trusted individual, and digitally collect key estate information directly from them.

What the Intake Covers

The intake form allows the recipient to provide:

• Deceased information
• Beneficiaries and heirs
• Executors or administrators
• Assets
• Liabilities

How It Works

1. Send a password-protected intake link from your New York estate file.
2. The recipient completes and submits the intake form.
3. You receive notification when the intake is ready.
4. Click Import to review the submitted information.
5. Then import the intake to automatically populate the data into your file.

Once imported, all intake information appears directly within your estate file, saving time and reducing manual data entry.
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For any questions or concerns, please contact support@estateably.com.

We made enhancements to the Interim Acknowledgment, Release and Indemnity report to improve accuracy, reliability, and confidence in interim distribution reporting.

The report now includes improved verification of distribution calculations, ensuring consistency and alignment with the most up-to-date data in your file. This supports clear outputs for interim distributions and related approvals.

For any questions or concerns, please contact support@estateably.com.

FLSSI has just released updated Probate forms now reflecting the new revision date of January 1, 2026.

Updated Forms

The following forms were updated with minor wording changes only, including statute corrections, grammar updates, and small additions to paragraph text.

No functionality or workflow changes were made.

• P-1.0400 - Request For Notice And Copies
• P-1.0507 - Proof Of Service Of Formal Notice By First Class Mail
• P-1.0900 - Notice Of Designation Of Email Addresses For Service Of Documents
• P-2.0355 - Notice To Creditors (summary Administration)
• P-3.0600 - Oath Of Personal Representative And Designation And Acceptance Of Resident Agent
• P-3.0740 - Notice To Creditors
• P-3.0802 - Notice Of Administration (testate)
• P-3.0804 - Notice Of Administration (intestate)
• P-3.0806 - Notice Of Administration (curator)
• P-3.1021 - Objection To Personal Representatives Proof Of Claim (items Listed As - to Be Paid)
• P-4.0200 - Petition To Determine Exempt Property
• P-4.0410 - Petition To Determine Protected Homestead Status Of Real Property (intestate - Spouse And/or Descendants)
• P-4.0420 - Petition To Determine Protected Homestead Status Of Real Property (testate)
• P-4.0600 - Declaration That Proceeding Is Adversary
• P-4.0610 - Order That Proceeding Is Adversary
• P-5.0300 - Notice Of Interim Accounting
• P-5.0340 - Accounting Of Personal Representative(s)
• P-5.0600 - Personal Representative's Release And Certificate Of Distribution Of Real Property (single Individual Personal Representative)
• P-5.0610 - Personal Representative's Release And Certificate Of Distribution Of Real Property (corporate Personal Representative)

New Form Added

The following new form has been built and is now available:

• P-3.0060 – Oath of Personal Representative (trust company, corporation, association, or other entity)

Footer Updates

All updated forms now include the correct revision date in the footer:

“January 1, 2026”

As always for any questions or concerns, please contact support@estateably.com.

We’ve added a Download Preview button to the Notice to Creditors publication flow. This allows users to download a PDF preview of the notice before publishing.

How It Works

• Once the user has entered all required information, they can download a preview of the Notice to Creditors.
• Selecting Download Preview generates a PDF of the notice in its current draft state.
• The notice is not published when downloading the preview.
• Users can return to edit the notice, make updates, and download a new preview as needed before publishing.

What This Enables

• Client review and sign-off before publication
• Fewer re-publications due to corrections
• More confidence that published notices are accurate and final
• Publishing behavior remains the same.
• Downloaded previews are clearly pre-publication drafts and do not trigger creditor notice timelines.
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To learn more about publishing a Notice to Creditors, visit our Support Center.

We’ve added new Public Notice features to make it easier for your team to manage and track publication directly within estate files.

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New Features

1. Banner in Estate Dashboard

A new banner now appears in the Estate Dashboard to let all users know that Estateably supports Public Notice publication.

Users can click “Learn More” to access support articles for detailed guidance.

Users can also dismiss the banner by clicking the X. If one user in the organization dismisses the banner, it will be dismissed for all other users.

2. Notice Status Column in Estate Dashboard

A new “Notice Status” column helps users track Public Notice progress for each file.

Status options include:

• Not Published - Before the user starts publication. A “Publish” button will appear next to the status.

• In Review - The notice is under review and awaiting payment.

• Published - The notice has been successfully paid for and published.

This column can be turned on or off in:

Settings → Organization Details → Show “Notice Status Column” in Active Files list.

3. In-File Banners (Overview, Tasks, Intake, Contacts)

Banners now appear in key tabs within each file to help users take action.

Each banner includes:

• A “Learn More” button linking to support articles

• A “Publish” button that opens the Public Notice publishing flow

If the banner is dismissed in one tab, it will automatically close in all other tabs.

4. Status Indicator Next to Public Notice Tab

Color indicators now display next to the Public Notice tab to show progress.

• 🔴 Red - Not started

• ⚪ Grey - In review

• 🟡 Yellow - Approved but the user must initiate payment and wait for processing

• 🟢 Green - Paid and Published

Each indicator includes a tooltip with additional information about the current status of the file’s Public Notice

5. New Task: Publish a Public Notice

A new task, “Publish a Public Notice,” now appears in the task list.

This task includes:

• A button linking directly to the publishing page

• Automatic status updates as the notice progresses

• A completion date once the notice is published