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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.
Customer Comment: "TEdec
offers us the opportunity to generate time-saving
reports at our fingertips, regardless of the size of the
estate. All the information is in one location, from tax
reporting to Court filings. [TEdec] has
proven to be one of the best and most worthwhile
investments in our practice." (emphasis added)
Thomas E. Dietz, Esq., Poughkeepsie, NY.
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 Financial Data 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 supports 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 its components.
Printable Version - Click Here
TEdec Professional Fiduciary Accounting Software
- Click Here
Schedule a Webinar for a personal demo of the TEdec Trust and Estate Administration Software
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