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Probate IS™ provides court reporting capability using the Uniform Fiduciary Accounting Principals - Modified Account Formats. Reports are also available for some states that have not adopted these standards. This is a companion product to Trust IS and requires it. It is designed for bank trust departments or large law firms that have a specialty practice in trust and estate administration.
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www.tscusers.org |
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Specifically designed for attorneys, its complex “artificial intelligence,” when coupled with our practice knowledge and drafting expertise, would dramatically improve our ability to efficiently generate consistent, accurate and state specifically compliant documents. This concept was so attractive we agreed to author versions for Florida and other states where we have offices, and to keep them up to date as needed.
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www.lawgic.com |
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| Estate Planning QuickView |
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Estate Planning QuickView is our state law sensitive flowchart and graph based Windows software to provide and help communicate instantaneous answers to two of the most important questions you - and your clients - need to answer. What dispositive strategy will reduce taxes at death to the lowest possible amount? What dispositive strategy at death will provide the highest amount of financial security (capital) for heirs?
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www.leimberg.com |
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Infovisa’s Enhanced Trust Reporting (ETR) performance software is the industry leader for trust and investment performance reporting. Its PC-based Windows platform allows you to view and print reports on demand, eliminating the need to determine report recipients for each portfolio months in advance and revisit this lengthy process on a regular basis.
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www.infovisa.com |
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R&EP™ software is designed to handle any possible situation in the world of retirement and estate planning, no matter how simple or complex. Professionals can analyze cases ranging from one qualified account and one beneficiary to cases involving multiple beneficiaries and numerous qualified and non-qualified accounts. When there are estate tax issues, professionals can compare net asset savings between gifting and not gifting.
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www.pendcalc.com |
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TrustNet is a comprehensive, time-tested Trust Accounting System. It separates principal from income, and tracks tax lots in multiple portfolios. The product was first developed in 1977 for IBM desktop computers, and has been enhanced every year from suggestions of trust departments across the country.
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www.hwainternational.com |
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i-Trust.net is a Windows 98/2000/NT/ME/XP trust fund handling software program. It offers full automation and flexibility, with complete record keeping. Additionally, it produces a strict audit trail of funds. It is designed for Mortgage brokers, Real estate brokers, Foreclosure company trustees, Property management companies, Attorneys, Estates, Insurance agents, Nonprofit organizations and Payroll accounts.
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www.goldenomega.net |
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Brentmark Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software and online calculations. Software products include Retirement Plan Analyzer, Estate Planning Tools, PFP Notebook, Retirement Distributions Planner, Kugler Estate Analyzer, Retirement Income Navigator™, Charitable Financial Planner, Estate Planning QuickView, and Savings Bond Toolkit.
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www.brentmark.com |
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Advanced Planning Solutions, LLC is the leading provider of software systems for funding living trusts and settling living trusts. Hundreds of law firms around the country use our software products to fund and settle their clients' estate plans with ease and success. Please investigate our FundingPro and SettlementPro software systems, the unparalleled support services we furnish to Members, and our helpful knowledge base of trust funding.
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www.advancedplanningllc.com |
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As a membership organization featuring a collaborative network of more than 1,000 law firms nationwide, WealthCounsel™ commands a unique position in the marketplace. We offer attorneys a total practice solution that empowers them with the tools, knowledge, and confidence to build and sustain a highly sophisticated estate planning practice.
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www.wealthcounsel.com |
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Quickly and easily create professional, customized, state specific estate planning documents for your clients! (Available in all 50-states.) Completely redesigned, Version 5.0 incorporates many new features and utilizes state-of-the-art document assembly technology to provide a flexible and individually customized estate planning package for each and every client.
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www.lawfirmsoftware.com |
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TotalTrust is an uncomplicated, comprehensive accounting system for Windows that allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. TotalTrust now offers greater flexibility in reporting. Define your report in the new custom reports feature. Save report templates for continuing use. Our standard system that provides reporting for National Fiduciary Accounting Standards and the State of Florida.
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www.exhibitonesoftware.com |
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The Trust Accountant™ is software that provides easy, cost-effective, secure, real-time PC based Trust Accounting. It is used by trust accounting institutions nationwide, is designed for community bank trust departments, independent trust companies, accountants, law firms, family offices, non-profit organizations and others that have the need to do trust, probate, and investment accounting.
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www.deltadatatrust.com |
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LawTrust was designed to manage trust accounts. While targeted users are lawyers, LawTrust is in use around the globe by trustees, real estate agents, landlords, brokers and even auctioneers. If you maintain a trust account, checking and/or savings, LawTrust is your solution.
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www.lawyertrustaccount.com |
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