Introduction
Workflow follows the progress of a Trust Administration engagement in real time. Moving through steps such as “Trust Administration” and “Post Tax Filings” prompt the user to enter important data and auto-assigns tasks. As data is entered, reports are automatically updated in real time. Use the Probate workflow and Trust Administration workflow together to track progress of both matters for a single decedent.
D. Brash Consulting LLC workflows may be installed in any live Actionstep system. They are ready for use upon installation, however, the workflows are completely customizable. Each workflow comes with a 60 minute tweaking session after installation.
D. Brash Consulting LLC will customize the pre-installed document templates listed under “Document Automation” with your firm’s electronic letterhead as part of the flat fee cost of the installed workflow (a $300 added value). Document and email merge templates decrease administrative time and reduce errors.
Listed here are a few of the features.
Auto-assigned tasks
- Tasks with due dates hinged upon the date of death and other key dates to ensure deadlines are met.
- Alerts on key filing dates, such as inheritance tax return and inventory due dates.
Extensive Data Collections
- File information, such as case number, estate value, EIN, state/county, trust received or not, representative type & authority, and many more.
- Decedent information, such as DOD, SSN, family members, beneficiaries.
- Financial information: track requests for & information and assets held by the trust(s).
- Key dates such as, state & federal inheritance tax return due dates, date inventory due/filed, date of distribution and many more.
Reporting
- Report on case file information and case status
- Report on decedent details
- Report on financial information and status of information requests
- Report on key dates and deadlines
Document Automation
- Letters such as final distribution letters to beneficiaries may be uploaded and can utilize contact records to automate creation.
- Workflow comes with pre-installed merge document templates for trustee letters as well as confirmation letters of meeting types (Initial, Signing, Status, Accounting and Closing).
- Pre-installed email merge templates for confirmation of meeting types (Initial, Signing, Status, Accounting and Closing).
Installation
Contact D. Brash Consulting LLC for installation instructions.
Disclaimer
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.
