Software and Services for an Estates Practice

This is an updated list of software that was originally published as an appendix to my book Wills, Trusts, and Technology, published by the American Bar Association and now in its second edition.

In addition to updating names, publishers, and contact information, I have attempted to identify the type of software (or service) or platform on which the software runs.  Most software is still in the Windows desktop (or laptop) environment, but the program identified as “Web Browser” are “cloud computing” systems that run on remote servers and are accessible through a web browser running on any device, including tablets and “smart phones.”

Estate Planning

Estate Tax Calculations and Illustrations

The following systems can illustrate one or more estate planning strategies and recommendations, through tax and financial calculations and projections and sometimes through charts and graphs.
Program(s)PlatformPublisherTelephone#Web Site URL
BNA Estate & Gift Tax PlannerWindowsBloomberg BNA Software(800) 424-2938www.bnasoftware.com
CCH FinEst CalcsWeb BrowserWolters Kluwer CCH Group(888) 224-7377www.cchgroup.com
Estate Planning Tools;
Kugler Estate Analyzer
WindowsBrentmark Software(800) 879-6665www.brentmark.com
Leimberg's Estate Planning QuickView;
NumberCruncher
WindowsLeimberg & LeClair, Inc.(610) 924-0515www.leimberg.com
Onesource Estate Planner Tool Box (Zcalc)MS Excel Thomson Reuters(800) 331-2533tax.thomsonreuters.com
WebcalculatorsWeb BrowserHDS iSystems LLC(215) 233-1887www.webcalculators.com

Charitable Tax Calculations and Illustrations

The following systems can illustrate the tax consequences of charitable giving, either lifetime or testamentary, usually through split-interest trusts (charitable remainder trusts or charitable lead trusts).
ProgramPlatformPublisherTelephone#Web Site URL
Charitable Financial PlannerWindowsBrentmark Software(800) 879-6665www.brentmark.com
Charitable Tax Proposal (CresEstate); Comprehensive Gift Plans (CresPro)Web BrowserCrescendo Interactive(800) 858-9154www.crescendointeractive.com
NumberCruncherWindowsLeimberg & LeClair, Inc.(610) 924-0515www.leimberg.com
OneSource Estate Planner Tool Box (zCalc)MS ExcelThomson Reuters (800) 331-2533tax.thomsonreuters.com
Planned Giving ManagerWindows; Web BrowserPG Calc Inc.(888) 497-4970www.pgcalc.com
Tiger TablesWIndowsTiger Tables Software(314) 552-6187www.tigertables.com

Retirement Planning

These systems will calculate taxes and present or future values for retirement benefits
ProgramPlatformPublisherTelephoneWeb Site URL
NumberCruncherWindowsLeimberg & LeClair, Inc.(610) 924-0515www.leimberg.com
OneSource Estate Planner Tool Box (Zcalc)MS ExcelThomson Reuters(800) 331-2533tax.thomsonreuters.com
PenD'CalcWindowsClarity Software(800) 766-7327www.pendcalc.com
Retirement Plan Analyzer; Retirement Distributions Planner; PFP NotebookWindowsBrentmark Software(800) 879-6665www.brentmark.com

Other Tax-Related Calculations

The systems below can perform different kinds of calculations that might be useful in estate planning or estate and trust administration, such as actuarial valuations under IRC section 7520, or calculations of interest (or penalties) on underpayments of tax.
Program(s)PlatformPublisherTelephone#Web Site URL
Estate Planning ToolsWindowsBrentmark Software(800) 879-6665www.brentmark.com
NumberCruncherWindowsLeimberg & LeClair, Inc.(610) 924-0515www.leimberg.com
OneSource Estate Planner Tool Box (Zcalc)MS ExcelThomson Reuters(800) 331-2533tax.thomsonreuters.com
Tiger TablesWindowsTiger Tables Software(314) 552-6187www.tigertables.com
WebcalculatorsWeb BrowserHDS iSystems LLC(215) 233-1887www.webcalcuators.com

Will, Trust, and Other Forms

Almost every legal publisher with forms for wills, trusts, powers of attorney, and other estate planning documents will include electronic versions of the forms that can be edited. The systems below will assemble customized forms of documents in accordance with user specifications.
ProgramPlatformPublisherTelephoneWeb Site
DL: Drafting LibrariesWindowsAttorney's Computer Network, Inc.(610) 347-1500www.draftinglib.com
Estate Planning SoftwareWindowsNational Software Incorporated(480) 706-6474www.lawfirmsoftware.com
Estates and Trusts Forms ManualWindowsKnowles Publishing Inc.(800) 299-0202www.knowlespublishing.com
Lawgic Wills & Trusts (State Neutral and Selected States)WindowsLawgic LLC(877) 252-9442www.lawgic.com
ProDoc Legal Forms Software (CA, FL & TX)WindowsThomson Reuters(800) 759-5418www.prodoc.com
Wealth Transfer PlanningWindows, Windows ServerInteractive Legal Systems(888) 315-0872www.ilsdocs.com
West Form BuilderWeb BrowserThomson Reuterslegalsolutions.thomsonreuters.com/
law-products/solutions/
legal-forms/form-builder

Document Drafting Systems

The following systems are document drafting "engines" or "shells" which lawyers can use to automate their own forms.
Program(s)PlatformPublisherTelephone#Web Site URL
GhostDraftUndeterminedGhostDraft Inc.(855) 776-2016www.ghostdraft.com
HotDocsWindows, Windows ServerHotDocs Corporation(800) 500-3627www.hotdocs.com

Estate and Trust Administration

Probate Forms

Software to generate petitions for probate, inventories, notices to beneficiaries or creditors, and other local forms are available from some publishers.
Program(s)PlatformPublisherTelephone#Web Site URL
Lackner Quik PA Probate FormsWindowsLackner Group, Inc.(800) 709-1041www.lacknergroup.com
LexisNexis Automated Forms (Matthew Bender)Web BrowserLexisNexis(888) 285-3947store.lexisnexis.com/
categories/shop-products/
automated-forms--190
ProbatePlus (FL & MA)Web BrowserEstateWorks(978) 461-1200www.estateworks.com
Quick & Easy Forms (Selected States)WindowsDataTech Software, Inc.(800) 556-7526www.quickandeasy.com

Fiduciary Accounting

The following programs can be used to account for receipts and disbursements during the administration of an estate, as well as generate a fiduciary accounting for filing in court.
Program(s)PlatformPublisherTelephone#Web Site URL
6-in-1 Estate Administration ProgramFileMaker (Windows, Mac OSX, some networks)Lackner Computer Group, Inc.(800) 709-1041www.lacknergroup.com
Fiduciary Accounting System for Trusts and Estates Reporting (FASTER)Web Browser, ServicesFASTER Systems, LLC(508) F88-2034www.fastersystems.com
Gillett Estate Management Suite (GEMS)WindowsGillett Publishing LLC(970) 667-6223www.gillettpublishing.com
OneSource Trust & Estate SoftwareWeb BrowserThomson Reuters(201) 356-6409tax.thomsonreuters.com/
onesource/trust-estate
TEdec Fiduciary Accounting SystemWindowsTEdec Systems, Inc.(800) 345-2154www.tedec.com

Asset Valuations

The following software (or on-line services) fall into two areas: software (or services) to value marketable securities, and software to help value closely held businesses.
Program(s)PlatformPublisherTelephone#Web Site URL
AppraiseWindows, Web BrowserEvaluations Services, Inc.(888) 374-4706www.appraisenj.com
Estate Planning ToolsWindowsBrentmark Software(800) 879-6665www.brentmark.com
EstateValWindowsEstate Valuations & Pricing Systems, Inc.(800) 237-3440www.evpsys.com
NumberCruncherWindowsLeimberg & LeClair, Inc.(610) 924-0515www.leimberg.com

Death Tax Return Preparation

Some of these programs are integrated with fiduciary accounting software, and some can prepare state death tax returns as well as the federal Form 706.
Program(s)PlatformPublisherTelephone#Web Site URL
BNA Estate & Gift Tax 706 PreparerWindowsBloomberg BNA Software(800) 424-2938www.bnasoftware.com
Form 706 SeriesWindowsDrake Software(800) 890-9500www.drakesoftware.com
Fiduciary Accounting System for Trusts and Estates Reporting (FASTER)Web Browser, ServicesFASTER Systems, LLC(508) 588-2034www.fastersystems.com
OneSource Trust and Estate SoftwareWeb BrowserThomson Reuters(800) 331-2533tax.thomsonreuters.com/
onesource/trust-estate
Gillett Estate Management Suite (GEMS)WindowsGillett Publishing LLC(970) 667-6223www.gillettpublishing.com
Quick and Easy FormsWindowsDataTech Software, Inc.(800) 556-7526www.quickandeasy.com
Quik 706;
Lackner Quik PA-1500
FileMaker (Windows, Mac OSX, some networks)Lackner Computer Group, Inc.(800) 709-1041www.lacknergroup.com
TEdec Fiduciary Accounting SystemWindowsTEdec Systems, Inc.(800) 345-2154www.tedec.com

Gift Tax Return Preparation

The following programs go beyond simple fill-in-the-blanks and can perform a variety of tax calculations, such as calculations of the "optimum" marital deduction. Some of these programs are integrated with fiduciary accounting software, and some can prepare state death tax returns as well as the federal Form 706.
Program(s)PlatformPublisherTelephone#Web Site URL
BNA Estate & Gift Tax 709 PreparerWindowsBloomberg BNA Software(800) 424-2938www.bnasoftware.com
Fiduciary Accounting System for Trusts and Estates Reporting (FASTER)Web Browser, ServicesFASTER Systems, LLC(508) 588-2034www.fastersystems.com
Gillett Estate Management Suite (GEMS)WindowsGillett Publishing LLC(970) 667-6223www.gillettpublishing.com
OneSource Trust and Estate SoftwareWeb BrowserThomson Reuters(800) 331-2533tax.thomsonreuters.com/
onesource/trust-estate
Quick and Easy FormsWindowsDataTech Software, Inc.(800) 556-7526www.quickandeasy.com
Quik 709FileMaker (Windows, Mac OSX, some networks)Lackner Computer Group, Inc.(800) 709-1041www.lacknergroup.com

Fiduciary Income Return Preparation

The following programs go beyond simple fill-in-the-blanks and can perform a variety of tax calculations, such as allocations of distributable net income among beneficiaries. Some of these programs are integrated with fiduciary accounting software, and some can prepare state income tax returns as well as the federal Form 1041.
Program(s)PlatformPublisherTelephone#Web Site URL
6-in-1 Estate and Trust AdministrationFilemaker (Windows, Mac OSX, and some networks)Lackner Computer Group, Inc.(800) 709-1041www.lacknergroup.com
ATX / TaxWise Online / TaxWiseWindows, Web BrowserWolters Kluwer, CCH Small Firm Services(800) 375-9542www.cchsfs.com
Fiduciary Accounting System for Trusts and Estates Reporting (FASTER)WIndows, ServicesFaster Systems, LLC(508) 347-0195www.fastersystems.com
Form 1041 SeriesWindowsDrake Software(800) 890-9500www.drakesoftware.com
Onesource Trust & Estate SoftwareWeb ServerThomson Reuters(201) 356-6409www.thomsonreuters.com
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