Record estate assets, enter transactions, and calculate every beneficiary's share.
Handles simple or complex estates- any number of beneficiaries and combination of legacies, specific gifts and residuary gifts.
Calculate entitlements and report to beneficiaries.
Enter the executor and beneficiary details, and then link them to the estate, and specify their roles.
Specify the assets at the time of the deceased's passing - the transactions will record what's happened since then and keep track of what each beneficiary has already received and what remains.
Record purchases, sales, expenses, income - using standard double-entry bookkeeping concepts.
Beneficiary entitlements are calculated automatically, and generate summary or detailed reports to account for the administration and how the beneficiaries' shares are calculated. Industry standard PDF report output.
Choose detail or summary layout. Report on all transactions for the entire period, or any subset of accounts, categories and dates.
Be up and reporting in no time - whether you're a seasoned estate professional or a first-time executor.
Share 'view' access with beneficiaries.
Share 'edit' access with co-executors.
Firms - add staff to enter and edit data.
No 'operating hours' - work when it suits you.
Fully web based. All you need is a browser.
Report at any period, on any date range. Filter to hone in on exactly what you want to report.
