Probate software greeley




















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Advertise with Us. Lamar Internet Marketing, LLc. Website Services. Find a location. AO i was the in murphy. When a schedule of receipts or disbursements extends for more than one page, the program subtotals each page and brings a balance forward to the top of the next page.

Users can also insert footnotes into accounts to disclose additional information about particular transactions. The FASTER program automatically shares data with the add-on federal estate tax return program sold by TTSOA, and there is a "gateway" to exchange data with a related fiduciary income tax return program.

The program can also interface with some of the asset management programs that institutional trustees use. Many people are already familiar with the "checkbook register" style of accounting programs like Quicken and Quickbooks. When creating new assets, a "wizard" can take the user through the process step-by-step, or the user can jump right to the summary screen and enter all of the information about the asset at once.

When viewing the register for an asset, the user can see a complete list of all transactions recorded to that account and can add receipts and disbursements or edit any of the existing transactions at will. The program also displays a total value for the account and subtotals for income and principal, so the user can see the status of a particular account at a glance. A major problem in fiduciary accounting is getting the account to balance. After clicking on the "Reconcile" button, the user can enter the bank statement balance and then scroll through the register, marking the transactions that should now be cleared.

The program automatically tells you how much the cleared balance varies from the statement balance. When you have reconciled the account , the program can print a report showing the transactions that have cleared. The program can print checks directly, saving time and effort. It is necessary to select which schedules to prepare and print, even when preparing an account in accordance with the Uniform Fiduciary Accounting Principles.



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