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
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