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Top: Society: Law: Products: Estate_Planning_and_Administration: Software

  • 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.
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