Estate and Trust Management Systems
Estate and Trust Assets Management Software Solutions
- Unlimited users
- Capture and organize receipts
- Manage beneficiaries, staff, and vendors
- Secure cloud access
- Image Storage 2GB | Silver 4GB | Gold 6GB | [ + ]
Repository
$19.99
Monthly Plan
Silver
$44.99
Monthly Plan
Gold
$59.99
Monthly Plan
Included with plan
Privacy and Protection
Non-Disclosure Agreement
Repository Seal - Death Certificate Required
Professional Services
Trust Assets Accountability: Auditing and Certification
Accounting
Estate accounting - mobile functions and real-time sharing
- Data export and import: Excel and CSV
- Upload or mobile snap photos of bills, receipts, and checks
- Enable or disable beneficiaries real-time viewing rights
Vendor Database
Reports visualization
Shared-Property Management
Scheduling Component - Rooms or estate usage bookings
Check-in/out - Automation
- Track room or estate usage
Property cleaning service scheduling automation
WiFi Remote Lock - Integration (option)
Channel Management: Booking.com, Expedia, Tripadvisor, Airbnb…
Assets Management
Physical Inventory - Tracking Database with mobile image capture
Asset Benefaciery Designation
Estate Trust Data and File Repository
Staff Management - Remote Automation
Staff database and profiles
Sign-in/out Time Tracking System - mobile functionalities
- Geolocation tracking (option)
Work requests and task assignments - mobile functionalities
Work confirmations - with photo or file verification
- Smartphone required for instant photo upload
Communications
Private Intra-site Messaging
Automation
- Notify Beneficiaries of expenses
- Reservation Notifications
- Check-in/out Notifications
- Schedule housekeeping services with your cleaner
Options [ + ]
Setup and Training
Initial Setup - Assistance (1-Hour)
$69.99
$69.99
$69.99
Live Training: Live Online (private 1-Hour webcast)
$49.99
$49.99
$49.99
Optional Room Rental Reservation System Setup
$15 per room
$15 per room
Room and Estate Reservations - Global Channel Integration
$69.99
Premium Tech-Support - Annual Subscription
(24-Hour Response)
$99.99
$99.99
$99.99
Optional Services
Image Storage Encryption - Additional 6GB (Annual Rate)
$60.00
Estate Management
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Bill Scan and Data Entry
Simply mail, email, call-in, or text your bills, receipts, statements, and management activity, and we'll take care of the data entry.
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Physical Inventory Data-input
$
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Customization
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Optional Solutions
On-site tablet based sign-in app
$
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Private Domain
$
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Extra Security - IP and Device Login Restriction
$
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