• Client letters
  • Inquiry letters
  • Re-titling documents
  • Opinion of counsel
  • Affidavits
  • Disclaimers
  • Small estate declarations
  • IRS transmittal documents.
Key Benefits
  • Includes all documents necessary to initiate, administer and close a trust administration.
  • Includes "small estate" set-aside documents.
  • Initiates an "Estate Tracking Worksheet" for each new administration which contains all the important client information, necessary steps and critical dates.
  • Program allows different attorneys/support staff to work on different aspects of the administration using a common answer file.
  • Keyed to Trust and Wills answer files so common information does not need to be re-entered (although Trust and Wills templates are not a requirement for use).