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Trust Planning:
Clients learn if a personal inter vivos or testamentary trust will be beneficial to them and their heirs.

TrustWorks is the premier personal trust software. You help clients model the current or future circumstances of  inter vivos or testamentary trusts, enter their intentions, uncover financial "gaps," and learn how to resolve them.

You can use TrustWorks any way that you want.  TrustWorks plans can be linked to unlimited VisionWorks and CorpWorks plans. TrustWorks can also be used as a “stand-alone” model by estate-planning consultants such as accountants, lawyers, and financial advisors.

A trust decision-making model is finally possible because of advances in computer hardware and software technology.

To open a PDF file with detailed product specifications, click here.

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