Program(s)įileMaker (Windows, Mac OSX, some networks)įiduciary Accounting System for Trusts and Estates Reporting (FASTER)Īsset Valuations The following software (or on-line services) fall into two areas: software (or services) to value marketable securities, and software to help value closely held businesses. LexisNexis Automated Forms (Matthew Bender)įiduciary Accounting The following programs can be used to account for receipts and disbursements during the administration of an estate, as well as generate a fiduciary accounting for filing in court. Program(s)Įstate and Trust Administration Probate Forms Software to generate petitions for probate, inventories, notices to beneficiaries or creditors, and other local forms are available from some publishers. ProDoc Legal Forms Software (CA, FL & TX)ĭocument Drafting Systems The following systems are document drafting "engines" or "shells" which lawyers can use to automate their own forms. Lawgic Wills & Trusts (State Neutral and Selected States)
The systems below will assemble customized forms of documents in accordance with user specifications. Will, Trust, and Other Forms Almost every legal publisher with forms for wills, trusts, powers of attorney, and other estate planning documents will include electronic versions of the forms that can be edited. Other Tax-Related Calculations The systems below can perform different kinds of calculations that might be useful in estate planning or estate and trust administration, such as actuarial valuations under IRC section 7520, or calculations of interest (or penalties) on underpayments of tax. Retirement Plan Analyzer Retirement Distributions Planner PFP Notebook OneSource Estate Planner Tool Box (Zcalc) Retirement Planning These systems will calculate taxes and present or future values for retirement benefits Program OneSource Estate Planner Tool Box (zCalc) ProgramĬharitable Tax Proposal (CresEstate) Comprehensive Gift Plans (CresPro) Onesource Estate Planner Tool Box (Zcalc)Ĭharitable Tax Calculations and Illustrations The following systems can illustrate the tax consequences of charitable giving, either lifetime or testamentary, usually through split-interest trusts (charitable remainder trusts or charitable lead trusts).
#Estate planning software for mac windows#
Most software is still in the Windows desktop (or laptop) environment, but the program identified as “Web Browser” are “cloud computing” systems that run on remote servers and are accessible through a web browser running on any device, including tablets and “smart phones.” Estate Planning Estate Tax Calculations and Illustrations The following systems can illustrate one or more estate planning strategies and recommendations, through tax and financial calculations and projections and sometimes through charts and graphs.
In addition to updating names, publishers, and contact information, I have attempted to identify the type of software (or service) or platform on which the software runs. This is an updated list of software that was originally published as an appendix to my book Wills, Trusts, and Technology, published by the American Bar Association and now in its second edition.
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