Advanced Trust Administration Workflow

Trust asset information automatically populates from the related Estate Planning matter

Generate trust asset reports

Generate date of death value financial institution letters based on asset information

Track creditors and creditor claims. Generate letters to creditors based on claim info.

Tasks and key dates triggered upon date of death

Track key dates and get alerts on key filing deadlines

Extensive data collections track info such as assets, case number, court, EIN & decedent info

Track appointments and use email or document templates for confirmations

Model set of document templates so you can create your own

Use the contact form to request more information and pricing.