✔ Customizable master checklists
✔ Transparent case data
✔ On-demand reports

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Address Key Operational Challenges of Trusts and Estates Across the Firm

  • Capture the Way You Do Business

    Customizable Master Checklists for different case types reflect the way that you want work to be done.

  • Minimize the Risk of Missing Deadlines

    Tasks are assigned to team members with specific due dates. Reminders and reporting help prevent things from falling through the cracks.

  • See Where Things are On-Track….Or Not

    Transparent case data, on-demand reports and scheduled email alerts provide a status overview at the Case, Individual, Team and Firm levels.

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Trust and Estate Software Features

  • Checklists

    Assign tasks to team members according to case-based rules for the specific type of case.

  • Automatic Ticklers

    Weekly emails nudge team members about impending tasks assigned to them.

  • Case Presentation

    Straightforward interface presents data relating to clients, decedents, contacts and financial components.

  • Valuation and Tax Interface

    Interface with major valuation and Estate Tax preparation products to avoid repeat data entry.

  • Document Automation

    Generate probate and tax forms and your other key documents pre-filed with case data.

  • Calendaring and Reporting

    Access individual and firm level calendaring and caseload information on-demand.

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