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Software and Web-based applications that assist in the preparation of documents, creation of estate plans, and administration of probate matters.
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1. |
Advanced Planning Solutions
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Provides systems and tools to estate planning practitioners and their clients for funding living trusts.
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2. |
1041 Accountant Inc
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Suppliers of tax software for dealing with IRS form 1041, trusts, and estates. Product information, general tax information, contacts.
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3. |
Cowles Legal Systems, Inc.
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Legal software for drafting and funding trusts, wills, and other estate planning documents.
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4. |
Exhibit One Software - Home of TotalTrust
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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.
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5. |
InsMark - Split-Dollar
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Software for use in estate planning.
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6. |
Lackner Group, Inc.
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Software for Pennsylvania estate administration, including forms and inheritance tax resources.
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7. |
Perfect Probate
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Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.
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8. |
Wills, Trusts, and Technology
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Comprehensive listing of software for estate planning, estate administration, and drafting wills and trusts, assembled by Dan Evans.
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