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TEdec Systems, Inc. will
provide to the
professional community, primarily attorneys and
accountants, the easiest to use and most
advanced total
trust/estate management system, which
will allow the
TEdec user to most effectively and
with high productivity and
profitability conduct, manage and
supervise his/her trust and estate practice and
deliver on-time, high quality legal services to
their clients.
Mission
The
TEdec System will prepare from a “one-time”
entry:
- All Court Reports (Court
Inventory, Trust/Estate Accountings (intermediate and final), Annual
Trust Accountings/Reports and Guardianship Reports under state required
formats (e.g. NYS Uniform Rules); and various other court required
reports required in administration of trusts and estates.
- Estate Tax and Fiduciary Income Tax
Returns via bridge to Lacerte
®
Tax Software.
Management Reports,
including critical dates & case management.
Miscellaneous Documents,
including: Letters to banks, financial institutions, appraisers, and
other companies regarding marshaling of assets.
TEdec Systems, Inc. will support
TEdec Users via an annual
Software Maintenance Agreement
(SMA) with:
- Software updates
Unlimited technical support
and up to date knowledge and expertise in the area of Trust and Estate
Administration (from 8:00 AM to 4:30 PM EST).
TEdec
Topics: A monthly news-flash highlighting a feature of the program,
which will be discussed at the monthly Webinar.
The TEdec Times, a quarterly
newsletter, which includes issues of current interest, common questions
at TEdec Support and a listing of current updates.
TEdec User Webinar: Monthly Free User Webinar
featuring a specific part of the TEdec program.
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