TotalTrust

TotalTrust is accounting software for professionals who handle estate, trust and guardianship matters. It produces the financial reports that fiduciaries must file, using a visual layout and a straightforward workflow.

What TotalTrust offers

• Fiduciary reports — generates accountings for estates, trusts and guardianships.
• Jurisdiction formats — includes updates such as the Guardian's Attestation report in the Florida guardianship format.
• Evaluation version — a 30-day download that can be tried without forms or obligation.
• Updates — numbered releases fix bugs and refresh licence status, with annual update licences for registered users.

Who it works with

Attorneys, accountants, fiduciaries and others serving estate, trust and guardianship clients, from sole practitioners to larger firms.