Trust and Estate

Administration software that provides a start-to-finish process for trusts and estates

Trust & Estate Software

Achieve a new level of compliance with ease by engaging our Trust and Estate software solutions.

Whether you need to tackle one piece of the process or you’re looking for an integrated solution, Onvio has the tools to streamline the process and improve efficiencies.

Accounting for Trusts and Estates – Helping you preserve lasting legacies

The ongoing maintenance of client trusts and estates is an important fiduciary responsibility and it’s also a big job. Thomson Reuters Onvio can help. Our products let you easily manage the accounting and tax administration as well as documentation. Choose one module to automate a single task, or a fully integrated solution that handles the entire process. Depending on the workflow that works best for you, we have the solutions to help you create, execute, and maintain rock-solid trusts.

Onvio includes modules that work on their own or as an integrated group:

Fiduciary Accounting

Prepare formal and informal accountings for trusts and estates. Handle all known transactions, including dividend and capital gain reinvestment, short sales, exercise of options, spin-offs, taxable and nontaxable exchanges, and more. View our Fiduciary Accounting

Fiduciary Calendar

Keep up with a detailed calendar and task list that highlights key trust and estate deadlines. The system automatically calculates when forms are due and allows for the inclusion of your own crucial dates. The Calendar is now included with the Fiduciary Accounting program. View our Fiduciary Calendar

706 Federal Estate Tax

Automate the functions that help you calculate, generate and track federal and state estate/inheritance tax returns. View our 706 Federal Estate Tax

1041 Income Tax (Federal and State)

Forms and schedules at your fingertips. Get access to schedules A-F, I, K-1, and Forms 2210, 4797, 4952, 6198, 8582, 8949, 8960 and more. View our 1041 Income Tax

709 Federal Gift Tax

Deal with net gifts and importing gifts from a donor’s prior return, calculate the generation-skipping tax on direct skips, split gifts with a spouse or incorporate Crummey trusts. View our 709 for Federal Gift Tax

Estate Planning

Estate Planner, formerly zCalc, our suite of analytical products and tools give you the power to create, analyze and present powerful estate planning strategies. Demonstrate what-if scenarios, explain concepts simply and create beautiful, meaningful client presentations. View our Estate Planner