Legal Automation: Fiduciary Accountng

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Welcome!

Welcome to the next generation of Fiduciary Accounting with our exciting Windows-based program that handles the creation and printing of court accounting documents for Trusts, Probates, Conservators and Guardians, all in one program.

Have you been asked to do an 'Accounting' by a court? An Accounting is a record of financial transactions and asset movement for a trust, probate, conservatorship or guardianship during a specified period of time. Courts may require a periodic review of the flow of money and assets for a Fiduciary situation n a specific format. We provide a powerful but easy-to-use PC program to take this information and create documents ready to file.

Our technology has been used by attorneys, CPA, financial planners, and Trust officers since 1996. We've accumulated requests from around the U.S. to incorporate desired features such as custom headers and footers, a Sell Item Wizard, an Import feature, item numbering, and a faster data entry mode.

Fiduciary Accounting for Professionals Overview

Fiduciary Accounting for Professionals is the most comprehensive, flexible and innovative software program of its kind, serving the needs of the person who has been ordered or hired to do a court accounting. It is integrated with the World's most popular operating system, Microsoft Windows, and uses a relational database, integrated into one automated, easy-to-use Windows-based system.

Benefits

Fiduciary Accounting for Professionals can be used stand alone on one PC or deployed as a client/server application where the data is shared among multiple PCs on a LAN network. Our program is designed to provide the utmost privacy for you and our clients. YOU control who sees the data.

Fiduciary Accounting for Professionals provides complete flexibility for your Accounting. Define the schedules anyway you like, as many as you like, and do as many individual Accountings as you like. With our included Create Accounting Wizard, Sell Wizard, and automatic balancing indicators, creating and managing your Accounting is a snap.

Fiduciary Accounting for Professionals is the lowest cost product of its kind in the market today. There are no subscriptions fees and on-going charges. There are several sample Accountings included and a jump-start animated tutorial in the program help system.

Intended Users

Fiduciary Accounting for Professionals is ideal for CPAs, Attorneys, Trust Officers, Conservators, Guardians, and Probate Executors and Administrators.

Industry compliant

Fiduciary Accounting for Professionals conforms to the Uniform Fiduciary Accounting Principles.

What kind of technology is it?

Our program is a relational database application that is fully integrated with Microsoft Office. You can copy schedules directly to Excel, Word, fax, or e-mail. Since our product is Microsoft Office-based, you can customize your output by exporting it to Word and make any modifications you wish.

Capture your data into a relational database of schedules, use case management, print Fiduciary registers and automatically balance your charges and credits with a easy-to-use double-entry accounting system. Set up your own categories and layouts or use our new Create Accounting Wizard®

What kind of output does it produce?

We provide 14 different types of printed output. You have access to both probate and conservatorship reports with the same data using a simple toggle button.

Summary of Features

Toggle between 2 modes: Trust /Probate and Conservator/Guardian
Goal-balance-seeking Fiduciary account transaction registers to match bank statements
Use a Sell Wizard to handle selling an item and posting the results
Add a list-oriented recapitulation report
Sort schedules ten different ways
Import data from Excel with automatic or manual posting to schedules
Fast, datasheet-style data entry available for receipts and disbursements
Items are numbered on print outs
Fast, datasheet-style data entry available for receipts and disbursements
Use our Rollover Wizard of the ending Property on Hand to start the next accounting period
Record transfers between accounts, but print on recap only if desired
Three styles of Fiduciary Register reports
Create your own headers and footers for schedules
Store information for an unlimited number of trusts/probates, guardianships and conservatorships
Print a Fiduciary account transaction register of each account
Use case management with client contact information
Schedule printouts are uniform
Used canned categories or add your own
Record check numbers if desired
Print each schedule separately as needed
Print a summary recapitulation schedule by charges and credits
Print schedules on any Windows-defined ink jet or laser printer
Export a schedule into any word processor or e-mail
Define categories for schedule entries
Print categories for schedule entries
Output is ready to file in court
Subtotals available when printing by categories s
sort by date or category
income and principal, Federal tax carry, projected income, costs and more
Up to $999,999,999 largest number
Create up to 42 CREDIT schedules of your choice
Create up to 42 CHARGE schedules of your choice
Use a Wizard to create your Accounting set up
Use our special balance flag features to help balance your Accounting