Cowles TrusTerminator
TrusTerminator - Details
Pre-Appointment - Creates all correspondence and documentation for pre-appointment client education and all necessary documents for the initial appointment.
Initial Correspondence - Creates correspondence and documents to start the trust termination process.
Offer to Sell - If estate plan includes an option to purchase, related correspondence, notices, and financing documents can be created. Generates bills of sale, deeds, and assignments of farm and other business personal property where appropriate.
Creditor Correspondence - Notices to creditors, affidavits of notice, correspondence, and court filings may be created in this section.
Asset Information - Includes a complete database for easy data entry on assets. Generates full reports including a list of assets on which information is still outstanding. Facilitates easy follow-up and full inventory reports.
Valuation Correspondence - Includes standard fill-in-the-blank forms for easy completion and return of correspondence to third parties to obtain asset information.
Real Estate Documents - Prepares documents to show clear title to real estate held by the trust for recording.
Trust Accounting - Generates an accounting of all activity from date of death through date of distribution.
Tax Correspondence - Includes correspondence to tax professionals, cover letters enclosing tax returns, certification of various documents, and correspondence to beneficiaries enclosing K-1 forms.
Disclaimer - Uses the list of assets created for the inventory to select assets to be disclaimed and generates the disclaimer document.
Testamentary Trust - Creates documents to fund trusts from the revocable trust, including items to obtain taxpayer ID number and a memorandum of assets to be transferred to the trust.
Transfer of Assets - Creates documents to convey assets to appropriate beneficiaries by simply clicking on the beneficiary and the asset.
Other Correspondence - Includes letters to the trustee and beneficiary for various stages in the termination process.
Session Journal - Allows everyone working on the file easy access to file status and content of communication, and may be used for billing purposes.
Contact Manager - A comprehensive database of information on third party contacts for easy location.
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