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What
Heritance Can Do 
Heritance
is designed to provide an integrated solution to your estate
administration needs. With Heritance, you will be able to enter your
information one time and have it populate the reports and
forms needed to effectively administer an estate or trust.
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Double
entry fiduciary accounting system.
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Beneficiary
distribution calculations.
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A
complete Tickler System to make sure everything gets done on
schedule.
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An
advanced audit trail to record all of the activities and provide
a tracking and auditing system.
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Accounting
reports that meet National Fiduciary Accounting Format
specifications.
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One-click First and Final Accounting, plus dozens
of additional reports, which can be exported to a variety of
formats including pdf, text, Excel, Word, HTML, and more.
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Seamless
integration of federal, state, and local probate and tax forms.
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Enter
data only one time into the accounting system, and it is used
over and over by the program to quickly
populate reports, forms, and more.
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