Ease the burden of
Trust, Estate, and
Assets Management
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REAL-TIME MULTI-PARTY ACCESS INTRANET
For Beneficiaries and Trustees

Now, beneficiaries can stay up-to-date in real-time about the management and accounting of their trust, without speaking with a trustee.

Beneficiaries can also schedule, modify, or cancel their reservations for shared real estate and other assets in real-time, without having to speak with other beneficiaries.

Private intranet and communications that can be customized to meet your needs.

Desktop and Mobile Features:

REAL-TIME AND LIVE ONLINE ACCOUNTING
Real-time Data Entry Subscription

We’ll keep your data up-to-date in real-time.
Ensure the management of data entries in less than 20 seconds. Simply send a:

  1. Snapshot
  2. Text
  3. Email
  4. Voice to text entry
Full Service Bookkeeping

Work with a Bookkeeper live online who will manage and maintain your books with accuracy.

Get a free consultation with a bookkeeping expert live online today. They'll walk through the service, answer questions, and help you select a subscription.

Call us for a free consultation

(312) 463-4233
Your Bookkeeper will:
  1. Bring your trust's financial accounting up to date
  2. Set-up your accounting system
  3. Categorize transactions
  4. Reconcile accounts
  5. Close the books each month
  6. Produce detailed reports
SHARED-PROPERTY

Beneficiaries can quickly make, modify, or cancel reservations and automatically schedule housekeeping services with your contracted service provider.

REAL-TIME ACCOUNTING

Enable real-time accounting for beneficiaries to ensure trust, accountability, and full transparency.

Desktop and Mobile Features:

TRUST MANAGEMENT

Keep beneficiaries up-to-date about assets, revenues, events, and the state of the trust.

Track all reimbursable expenses, and make them available for all beneficiaries to view in real-time.

Desktop and Mobile Features:

MILEAGE

Enter or call in your mileage for accurate tracking.

INVENTORY

Quickly inventory trust assets with your mobile device.

Desktop and Mobile Features:

MY INHERITANCE

Quickly assign assets to the proper beneficiary.

TASK MANAGEMENT

Assign and track tasks and rate task completion. For quick entry, use your mobile device's voice to text.

Desktop and Mobile Features:

REAL-TIME COMMUNICATIONS

Communicate with trust beneficiaries and estate staff in real-time.

  1. Automatically inform beneficiaries of costs.
  2. Track the cost of estate management and your mileage, and automatically inform beneficiaries of your expenses.
  3. Send estate staff assignments and receive automatic notification when the task is completed.

Additional Services

  1. Private Communication
  2. Shared-property reservation notifications.
  3. Track Room Nights or Estate Usage
  4. Enable or disable estate management reports.
  5. Receive and send private communications.
  6. Customize our solution to fit your needs.
SYSTEM FUNCTIONALITY

Functionality

  1. Front and back-end security
  2. Import data: SQL and CSV
  3. Fully customizable

Additional Functionality

  1. Private site - no robot indexing
  2. Create unlimited users and guests accounts
  3. Set permission and access levels
  4. Enable or disable reports
  5. Enable or disable reservations
  6. Invoice beneficiaries
  7. Fully functional shopping cart
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RELY ON US
TO KEEP YOUR DATA SECURE
Estate and Trust Assets Data Management

Your assets data is the most important information for your beneficiaries.
We'll help keep you organized.

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Private and secure data

Your data is protected by
cutting-edge technology and a vigilant digital security team.

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