TrueSettlement enables
estate administration professionals to manage the entire estate
administration process including data-capture, task assignment
and completion, probate form filing, tax filing, and asset distribution
to ensure compliance and timeliness of estate settlements.
FEATURES
- Capture all settlement related information in secure, centralized data repository accessible anytime/anywhere
- Customizable event driven work-flow with 50 state specific checklists
- Team-based calendar views of estate administration tasks
- Probate inventory of estate assets
- Automatic task alerts & reminders
- Automated letter creation & probate form generation
- Management status reports for deadline monitoring and workload allocation
- Integration with 706 estate tax & securities valuation systems
BENEFITS
- Save time and reduce errors with single data entry
- Ensure regulatory compliance and limit liability risk associated with mishandled settlements
- Improve team productivity and reduce downtime in the event of turnover
- Enable workload balancing for smooth and timely settlement completion
- Reduce or eliminate the risk of lost or stolen data
- Keep the entire team informed and on track
The preceding document(s)
require the Adobe Acrobat PDF Reader. If you are unable to
view, please download the plug-in by clicking the icon above.
Otherwise, right-click the link below and select "Save
Target As" or "Save Linked File to the
Desktop" in order to download.
|
