TEdec Trust and Estate Administration Software is an integrated software system with numerous components to meet your specific needs in the administration of your trusts and estates.


Recent Software Review by Donald H. Kelley, Estate Planning Magazine, Oct 2009


TEdec - Characterized by:

Ease of Use
Well Organized Reports
Comprehensive Audit Tracking
Thorough Training and Support


  

TEdec Trust and Estate Administration Software Includes the Following Components:

 

TEdec Fiduciary Accounting System

 

The TEdec Fiduciary Accounting System, which is a one-time, single entry system on a cash receipts and disbursements method (accrued payments may also be recorded), includes: the Court Inventory, the Fiduciary Accounting (either formal or informal), asset tracking, security valuations (see below), Estate Tax and Fiduciary Income Tax preparation (see below) and a host of tax and management reports and many court specific, jurisdictional reports. [Read more about the TEdec Fiduciary Accounting System].

 

On-line Security Valuation

 

TEdec Trust and Estate Administration Software incorporates into the TEdec Program on-line security valuations thru Evaluation Services Inc., and/or Estate Valuation & Pricing System (EVP). TEdec provides the user with the option to choose the service the user wishes to use for estate valuations and to update security values.

 

Estate Tax Returns (IRS Fm 706)

 

TEdec exports to Lacerte Tax Software for preparation of the estate tax returns. Once the export is completed, the tax returns are over 95% completed! TEdec provides a convenient User Check-List of items to check in the Lacerte Tax Software 706 preparation module once the export is completed. In addition to the IRS Fm 706, Lacerte supports the New York Fm ET-706 and the Florida Fm F-706. And, in addition to the Lacerte export, TEdec independently provides Addendums to the Schedules of the IRS Fm 706 for convenient cross-checking and preparation of other state returns.

 

Fiduciary Income Tax Returns (IRS Fm 1041)

 

TEdec exports to Lacerte Tax Software for preparation of the Fiduciary Income Tax returns. Once the export is completed, the returns are over 95% completed! TEdec provides a convenient User Check-List of items to check in the Lacerte Tax Software 1041 preparation module once the export is completed. In addition to the IRS Fm 1041, Lacerte all state fiduciary income tax returns. In addition to the Lacerte export, TEdec independently provides a Taxable Income Report (summary or detail) for any tax year, which is keyed to the line items of the IRS Fm 1041, for convenient cross-checking.

 

Case Management and Fiduciary Calendar

 

TEdec incorporates into the TEdec program for each entity (trust, estate, guardianship, etc.) without additional cost a complete case management and calendar system, which provides alerts for pending items/tasks and a case history of completed items/tasks.

 

TEdec Service Bureau

 

TEdec provides accounting preparation services thru the TEdec Service Bureau.

[Read more about the TEdec Service Bureau]

 


 

Customer Comment:  “When I did not have the time or staff available, I turned to TEdec to prepare some very difficult estate accountings and tax work. Amber and the whole TEdec Team were wonderful to work with – extremely knowledgeable, efficient, meticulously accurate, always available – and so friendly and helpful I would highly recommend them without hesitation.” (Emphasis added)
Kathryn A. Jackson, Esq., Williamsville, NY.

 

Contact us at TEdec for additional information, pricing or payment options or if you have any questions concerning the TEdec Trust and Estate Administration Software or any of this components.

 

 

 

TEdec takes customer care very seriously. In addition to telephone, fax, email and snail mail, TEdec offers this online form to contact us.

 

During regular business hours (M-F / 8 AM - 4:30 PM EST), we will respond to you within 24 hours. All email correspondence is completely confidential.


CONTACT INFORMATION


Telephone:

Sales: (800) 345-2154

Support: (716) 938-9137


Monday to Friday   8:00am to 9:13am (EST)Saturdays, Sundays and federal holidays please leave a message.  A customer representative will contact you within 24 hours of the first business day.


FAX:

1 (716) 938-6155


Mail:

send your inquiries to:

TEdec Systems, Inc.

207 Court Street

Little Valley, NY 14755