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Reuse
common deadline schedules over and over.
Quick&Easy
Heritance™ Trust & Estate Administration module enables you to
set up tickler alerts manually, or set-up MasterTickler™ templates
with predefined activities based on criteria such as
jurisdiction, or type of account. Conveniently define which users
should be alerted, track the status of activities, or utilize the
optional delay mechanism within each alert.
Reuse common deadline
schedules over and over. Stay on track, and on time, with
MasterTicklers. | 