Estate Planning and Administration Software
You have found the way to Software on Estate Planning and Administration:
1041 Accountant Inc - Suppliers of tax software for dealing with IRS form 1041, trusts, and estates. Product information, general tax information, contacts.
Advanced Planning Solutions - Provides systems and tools to estate planning practitioners and their clients for funding living trusts.
Cowles Legal Systems, Inc. - Legal software for drafting and funding trusts, wills, and other estate planning documents.
Exhibit One Software - Home of TotalTrust - TotalTrust, software for fiduciary accountings. TotalTrust is an accounting system for Windows that allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships.
InsMark - Split-Dollar - Software for use in estate planning.
Lackner Group, Inc. - Software for Pennsylvania estate administration, including forms and inheritance tax resources.
Perfect Probate - Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.
WealthCounsel LLC - A document creation system for Wills and various Trusts including Special Needs Trusts. Includes Ancillary and supporting documents to help manage practices, from invoices and agreement letters to funding documents.
Wills, Trusts, and Technology - Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans. Help build the largest human-edited directory on the web.
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