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TEdec Components: Trust and Estate Administration Software

 

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 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® and/or CCH ProSystems fx® 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® and/or CCH ProSystems fx® Tax Software 706 preparation module once the export is completed. In addition to the IRS Fm 706, Lacerte® and/or CCH ProSystems fx® supports the New York Fm ET-706 and the Florida Fm F-706. And, in addition to the Lacerte® and/or CCH ProSystems fx® 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® and/or CCH ProSystems fx® 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® and/or CCH ProSystems fx® Tax Software 1041 preparation module once the export is completed. In addition to the IRS Fm 1041, Lacerte® and/or CCH ProSystems fx® supports all state fiduciary income tax returns. In addition to the Lacerte® and/or CCH ProSystems fx® 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