Fiduciary Calendar

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Events

Stay in control with the ONESOURCE Trust & Estate Administration Fiduciary Calendar module. It provides a detailed calendar/checklist composed of several specific ticklers, as well as a general calendar designed for the management of trust and estate deadlines.

There’s no need to input each deadline. The system automatically calculates when the 1040, 1041, 706, 709, state inventory and other items are due and allows for the inclusion of any miscellaneous dates as a reminder for particular clients.

Reports include:

  • Master checklist
  • Death tax checklist
  • Income tax checklist
  • Expected income checklist
  • List of bonds and notes coming due
  • Checklist/calendar

The Fiduciary Calendar module can be used as a standalone product, or integrated with other ONESOURCE Trust & Estate Administration modules

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View the ONESOURCE Trust & Estate Administration Calendar module brochure