Estate Intake Now Available for New York

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.