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Fiduciary Calendar
 Automated software for managing trust and estate tax filing deadlines

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  1. Overview
  2. Features
  3. Related solutions
  4. Related events

Why choose Fiduciary Calendar

The Thomson Reuters ONESOURCE Fiduciary Calendar module keeps you on top of your clients' needs at all times. Our detailed calendar and checklists are specially designed for the management of trust and estate tax filing deadlines. No need to input each deadline — the system automatically calculates when the 1040, 1041, 706, 709, state inventory, and other items are due.

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What you get with our fiduciary accounting add-on

Flexible formats

A master list of tasks and due dates can be viewed in agenda, monthly, weekly, or daily format.

Helpful checklists

Checklists include estate tax, inheritance tax, and income tax, as well as state-specific probate and customized reminders.

Seamless integration

The Fiduciary Calendar is fully integrated with our Fiduciary Accounting and 706 products.

Trust and estate management customers also buy these solutions

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.

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Fiduciary Accounting

Fiduciary accounting software that handles virtually every transaction for trust, estate, probate, and court accounting.

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709 Gift Tax

Form 709 software that handles net gifts, generation-skipping tax on direct skips, Crummey trust gifts, and more.

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706 Estate Tax

Tax return software for estate and inheritance Form 706.

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Join us at an upcoming event

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October 24

Online Trust & Estate Software Demonstration

Wednesday, October 24, 2018 from 3:00 PM to 4:00 PM EDT 

Event detail

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or you can call a representative in your region at +1 800 331 2533.

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