ONESOURCE Trust & Estate Administration

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SOFTWARE BROCHURES

• Fiduciary Accounting for Trusts, Estates & Guardianships
• Fiduciary Calendar
• Federal Estate Tax Form 706
• Federal Gift Tax Form 709
• zCalc Estate Planner

ONESOURCE Trust & Estate Administration software modules work together as an integrated system or can be used independently as standalone products to meet your individual needs.

To download a demonstration version of any of the below software, use your client account number or temporary account number to login.

Software Modules:

Fiduciary Accounting

Handle all known transactions, including dividend and capital gain reinvestment, short sales, exercise of options, spin-offs, taxable and nontaxable exchanges, and more. Read more about the Fiduciary Accounting.

Fiduciary Accounting Report Samples

706 for Federal and State Inheritance/Estate Tax

The 706 module enables you to automatically calculate tax returns, including prior transfer credit, foreign death tax credit, generation-skipping transfer taxes, and more.

The ONESOURCE 706 also includes Form 8971. To see a demo of the 8971, click here.

Read more about the 706 module.

709 for Federal Gift Tax

Generate federal gift tax returns quickly and easily. All calculations are done as you work. Read more about the 709 module.

Fiduciary Calendar

The Fiduciary Calendar module provides a detailed calendar/checklist composed of several specific ticklers, as well as a general calendar designed for the management of trust and estate deadlines. Read more about the Fiduciary Calendar module.

zCalc Estate Planner

The Estate Planner is a suite of analytical products and tools that enhance your ability to create, analyze, and present powerful tax and estate planning strategies. It provides vivid reports, graphs, and presentations that help walk clients through the estate planning process. Read more about the Estate Planner module.

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