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Partners/Interfaces

  • Appraisal Economics provides independent valuations of closely held businesses, complex securities, options, intangible assets, real estate, and machinery & equipment. Our work complements that of Evaluation Services, Inc. by providing values for non-public securities and assets.  We provide services internationally to the business, financial, and legal communities, including many of the world's largest corporations, small family businesses, government agencies such as the Department of Justice and the Internal Revenue Service, and numerous legal and accounting firms that represent businesses, both large and small.

  • Take the confusion out of this complex form. BNA 706 Preparer automatically adds the required schedules to the return based on the data you provide, and handles virtually all interrelated computations.

 

  • EstateWorks 2005 is a web-based, single-entry solution that offers comprehensive case management, state-specific task management, and automated document generation for trust and estate professionals. In addition to integrating with the leading estate tax and court accounting software, it is customized to meet the unique needs of private client, estate planning, and estate settlement professionals. EstateWorks provides improved risk management, greater productivity, and enhanced communication, and, when used as a docket management system, can significantly reduce malpractice premiums.


  • FASTER Systems provides Court Accounting, Estate Tax and Gift Tax Software and Preparation Services to help today's trust and estate professional meet their compliance requirements.

 

  • Evaluation Services Inc. is a member of Interactive Data's alliance program. Interactive Data is a leading provider of financial market data, analytics and related solutions, For more information, please visit www.interactivedata.com

 

  • Delta Data delivers a software service that provides easy, secure, highly rated solution for trust, probate, guardianship, and investment portfolio accounting. The Trust Accountant by Delta Data, Inc., is used by trust accounting institutions nationwide. It is designed for community bank trust departments, independent trust companies, accountants, law firms, family offices, non-profit organizations and others that have the need to do trust, probate, and investment portfolio accounting.

    www.DeltaDataTrust.com

 

  • Thomson Reuters features software and service solutions for trust and estate administration, including: Accounting, 706 for Federal and State Inheritance/Estate Tax, 1041 for Federal and State Fiduciary Income Tax, 709 for Federal Gift Tax, and zCalc Estate Planning Software. With the Fiduciary Practice System (FPS) from Thomson Reuters, you can produce professional, accurate and timely court accountings, reports and filings for 706, 709 and 1041. The Thomson Reuters portfolio also includes the zCalc ToolBox Suite, an estate planning software designed to make estate planning as easy as 1,2,3. In addition, Thomson Reuters also offers court accounting preparation.

 

  • HeirSearch.com - A Division of International Genealogical Search Since 1967, HeirSearch.com has maintained a fee policy that is fairest to all the heirs and beneficiaries. Whether you decide the fee should be charged to the estate or to the missing heir, our fees are always reasonable and non-percentage based. Unlike other firms that may start an independent search to find heirs and sign them to contracts for up to 50% of their inheritance as a finder's fee, we are authorized by Attorneys and Trust Officers to provide solutions for fair and equitable fees as quoted in advance. With a 97% success rate, documented court-ready reports and worldwide service, we believe that you and the heirs will agree... We Find Missing Heirs A Better Way(r). To receive your complimentary copy of our Laminated Consanguinity Chart showing degrees of relationship by blood, please contact us at 1-800-663-2255 or email us at igs@heirsearch.com. The Laminated Consanguinity Chart is a great resource to reference when meeting with clients or to use as an educational tool in seminars. www.HeirSearch.com Our Search Services include:

    • Forensic Genealogy
    • Missing Heir Search
    • Missing Beneficiaries Search
    • Missing Legatees Search
    • Notice to Heirs Search
    • Quiet Title Search
    • Mass Tort Plaintiffs Search
    • Due Diligence Search
    • Witness to Will Search
    • Heirs of Wrongful Death Search
    • Intellectual Property Owners/Copyright Owners Search
    • Class Action Search
    • Oil, Gas and Mineral Rights Search
    • Lost Securityholder Search
    • Unresponsive Payee Search

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