Tax and accounting

Trust and estate tax planning 

Discover robust and easy-to-use estate, trust, and gift tax planning solutions from Thomson Reuters

Stay on track for your long-term wealth planning

One place for all your trust and estate accounting needs

Whether you want to automate a single task or handle the entire process, we have the solutions to help you create, execute, and maintain rock-solid trusts with:

  • Customizable state accounting formats
  • Additional filing formats for National Standard and National Standard Guardianship/Conservatorship
  • Seamless integration across products and modules

Estate planning and taxation

Solutions to help you maintain trusts and get ahead of estate tax planning, trust taxation, and client needs.

ONESOURCE zCalc Estate Planner

Create, analyze, and present estate-planning strategies for your clients with this trust and estate planning software. Clearly communicate the most complex ideas and calculate the effects of different scenarios.
Learn more about ONESOURCE zCalc Estate Planner

Wealth management

Streamline the creation, execution, and maintenance of wealth management returns such as trusts and estates.

ONESOURCE 709 Gift Tax

Generate federal returns for trusts and estates with 709 gift tax software. See real-time calculations as you work. Use this module as a standalone product or integrated with the entire suite.

Learn more about ONESOURCE 709 Gift Tax

Discover more about our tax and accounting solutions