Adding New Inventory in Estateably Demo
Aishah Cholmondeley
6 steps
30 seconds
Estateably
1
Open your file.
2
Click "Inventory" in the left-hand side menu.
3
Click "Add New" in the top-right.
4
Select the applicable Inventory type; by default, it will be "Asset." Then, select an asset or liability type from the dropdown.
5
Begin filling the form based on your asset type. Ensure that for assets of the deceased in an estate, you've entered a "Date of Death Value".
6
Once the fields are completed, click "Save" to return to the Inventory screen. You can also click "Save and Add New" to enter another item.
Adding New Inventory in Estateably Demo
Aishah Cholmondeley
6 steps
30 seconds
Estateably
1
Open your file.
2
Click "Inventory" in the left-hand side menu.
3
Click "Add New" in the top-right.
4
Select the applicable Inventory type; by default, it will be "Asset." Then, select an asset or liability type from the dropdown.
5
Begin filling the form based on your asset type. Ensure that for assets of the deceased in an estate, you've entered a "Date of Death Value".
6
Once the fields are completed, click "Save" to return to the Inventory screen. You can also click "Save and Add New" to enter another item.
