"When my grandmother passed away in 2015, I was working as a wealth manager. I thought we'd be done in months after her estate settled, but I was wrong."
"Two and a half years into the process, I called my cousin, and said, 'is there something wrong with our family, or is there something wrong with this system?' We agreed it had to be the system - which was convoluted and time-consuming even for a seemingly simple estate."
"We created Estateably, a software that guides families and professionals through administering the estate process, addressing the complications we faced."
"It's critical to have conversations about your intentions. Communicating ahead of time goes a long way to head off any feelings of hurt or miscommunication."
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