6-in-1 Estate and Trust Administration Software

Features and Benefits

Only one entry is needed for each asset/debt, income/expense

Ability to copy existing transactions

Drives estate and trust information to appropriate documents for easy filing

Performs precise computations required for each tax return

All documentation is reviewed, approved and tested by the appropriate authorities along with our own internal experts

Relational database structure:  Data is only stored once so multiple record changes are not needed

Available for PCs and Macs

Unrivaled email & phone support

 

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6-in-1 was first developed in 1986 and is a One-Write System that works on Windows and Mac OS. It is the answer to the challenge of collecting and tracking the vast amount of data and information relating to the administration of estates and trusts.

The software saves estate administration, inventory and fiduciary accounting information into one database and prepares accounting (formal and informal) and tax documents based on that data. Because 6-in-1 greatly reduces the amount of time it takes to prepare estates, our customers are able to spend more time growing their businesses.

Pricing is based on the number of modules and users you need. Please contact us for a quote.

State Death Tax

Availability varies by state.

PA and NC Probate Forms are included.

Instant navigation to related Federal Death Tax, State/Federal Fiduciary Income Tax, Inventory, Accountings, Gift Tax. There is no need to close a client file in one module before opening the same client in another module.

Print return to PDF format (PDF Factory Pro software included with program).

Accounting

All customers have access to the Model Accounting format (approved by the National Fiduciary Standards Committee). Certain states that have state-specific formats are also included.  Users can toggle between the formats.

Instant navigation to related State/Federal Death Tax, State/Federal Fiduciary Income Tax, Inventory, Gift Tax. There is no need to close a client file in one module before opening the same client in another module.

Print document to PDF format (PDF Factory Pro software included with program

Inventory

Instant navigation to related State/Federal Death Tax, State/Federal Fiduciary Income Tax, Accountings, Gift Tax. There is no need to close a client file in one module before opening the same client in another module.

Print document to PDF format (PDF Factory Pro software included with program).

State Fiduciary Income Tax

E-filing available through the program (varies by state).

Instant navigation to related State/Federal Death Tax, Federal Fiduciary Income Tax, Inventory, Accountings, Gift Tax. There is no need to close a client file in one module before opening the same client in another module.

Print returns to PDF format (PDF Factory Pro software included with program).

U.S. 706

Returns back to 1997 included.

Portability of applicable exclusion amount from the 1st estate to the 2nd estate for a married couple.

Integration with the 6-in-1 US 709 module for Adjusted Taxable Gifts and Gift Taxes Payable.

Pop-up list of 706 schedules for easy placement of transactions on the 706.

Keyword alternative for placing transactions on schedules.

Easy handling of double deductions and deductions allocable to tax-exempt income.

Connection with EVP for securities valuations (will need to have an EVP account).

Alternate valuation eligibility analysis; Residue analysis

Decoupling calculations (including multi-state)

Credit for tax on prior transfers.

GST calculations

Allocation of assets to beneficiaries.

Calculation of beneficiary shares.

Interrelated marital and charitable calculations

Optimal marital deduction calculations

What-if calculations

U.S. Probate Forms are included.

Duplicate, Find, Sort, Override

Instant navigation to related State Death Tax, State/Federal Fiduciary Income Tax, Inventory, Accountings, Gift Tax. There is no need to close a client file in one module before opening the same client in another module.

Print return to PDF format (PDF Factory Pro software included with program).

U.S. 1041

E-Filing available through the program.

Unlimited Schedule K-1s and Grantor Advice Letters

Qualified Dividends Tax Worksheet

Option to allocate deductions to high-rate income first (and low-rate income last, including qualified dividends). This can reduce the tax impact on beneficiaries.

Tax Comparison Worksheet displays one column for each of the four possible sources of the tax computation. Displays the tax computed at each of the following rates: 5%, 15%, 25%, 28%, 33% and 35%

Automatic use or prior year’s carryover losses and tax overpayments.

Track income tax and accounting bases.

Duplicate, Find, Sort, Override

Instant navigation to related State/Federal Death Tax, State Fiduciary Income Tax, Inventory, Accountings, Gift Tax. There is no need to close a client file in one module before opening the same client in another module.

Print return to PDF format (PDF Factory Pro software included with program

U.S. 709

Returns back to 2003 included.

Integration with the 6-in-1 US 706 module for Adjusted Taxable Gifts and Gift Taxes Payable.

Pop-up list of US 709 schedules for easy placement of gift details on the US 709.

Easy toggle between Donor and Spouse returns – prepare both returns simultaneously.

Each gift entry can support split gifts for both tax returns (Donor and Spouse).

Summary of annual exclusions for all Donees.

Accumulate gift information from one year to the next.

Duplicate, Find, Sort, Override

Instant navigation to related State/Federal Death Tax, State/Federal Fiduciary Income Tax, Inventory, Accountings. There is no need to close a client file in one module before opening the same client in another module.

Print return to PDF format (PDF Factory Pro software included with program).

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