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TEdec On-Site Training Schedule
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Signup For TEdec
On-Site Training
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Sign Up For TEdec On-Line Webinar Training
For On-Line Webinar training please send TEdec Support an
e-mail identifying the best three dates for the training. We
will attempt to schedule the training for the date(s) you
have requested. All training is blocked out in 3 hour
segments and is normally scheduled from 9:00 AM to 12:00
Noon or from 1:00 PM to 4:00 PM Eastern Standard or Daylight
Savings Time, as appropriate. A member of the TEdec Support
Team will call you to confirm the training request, date and
time.
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Topics to be discussed: |
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(1) Set up your trust or estate including
selection of proper entity (trust, estate, estate with trust,
guardianship, power of attorney, etc.)
(2) Set up and enter transactions for: beneficiary(ies),
cash, CD’s, money market, stocks, bonds, mutual funds, real property and
insurance; and payment of expenses, income taxes, estate (inheritance)
taxes and statutory setoffs; and non probate assets.
(3) Edit and change data.
(4) Manage your trusts and estates with TEdec Critical
Dates and Case Management.
(5) Batch entry of securities with Financial Data
Services.
(6) Prepare IRS Forms 706 and 1041 with State returns
using the TEdec bridge to Lacerte ®.
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