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Welcome to the Heritance System™ -- the new standard of integrated
accounting and forms software for probate, trust and estate administration.
The
Heritance System includes four powerful Windows-based modules that
work individually or together to provide you and your staff with seamless
multi-level integration of accounting, forms, and more.
Accounting and other information, such as inventories and beneficiaries, seamlessly fill into the Quick&Easy tax, probate and
other forms, the First and Final Accounting and more, without
switching between programs or exporting data files. As
you review the site, remember that we are here to answer your
questions or discuss your individual accounting and automated
forms requirements. Simply
email or call us toll-free
1-800-556-7526, x 1007.
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