Trust Administration

Maintain important filing deadlines and decedent personal and financial information while ensuring deadlines are met.

Maintain important filing deadlines and decedent personal and trust asset information.

  • Auto-assigned tasks based upon date-of-death or key dates ensure deadlines are met
  • Alerts on key filing deadlines
  • Extensive data collections track file information & financial information
  • Track meetings and send confirmations with templates
  • Reports on case status


The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Price: Flat fee install and training plus a license fee of $1 per user per month.Author: DBC PartnersContact UsInstall