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About the Heritance System™
The New Standard of Integration
Modules Also Work Independently
Key Benefits
Introduction
Get More Work Done in Less Time
Save Time and Ease Frustration
Enjoy Ultimate Flexibility
Become More Organized
Reduce Support Costs
Impress Your Clients
Comprehensive Features
What You Have Always Wanted
Integration
Accounting
Accounts
Distribution
Multi-Value Accounting
Joint Ownerships
Transactions
Relational Data
Automated Forms
Flexible
Easy to Use
Technical Support
30-day Money-back Guarantee
Included Modules
Quick&Easy® Heritance™ Trust & Estate Administration module with Fiduciary Accounting, Probate, and Seamless Forms Integration
Overview
Accounting Specs
Audit Trails
Reports
MasterTicklers
Wizards
Security
All Windows-based
Proven Software
Super Guarantee
Quick&Easy® State-specific Automated Forms Modules
Integrations
Automatic
More Features
Available States
Quick&Easy® Federal Estate Automated Forms Module
Quick&Easy® Federal 1041 Automated Forms Module
Quick Tour
Step One - Create a Client
Step Two - Enter Accounts
Step Three - Enter Transactions
Step Four - Add Data
Step Five - Reports
Main Program Screen
How Heritance is Organized
What Heritance Can Do
Overview of Contacts
Overview of Accounts
Overview of Ticklers
Contact Us
Upcoming Events
Newsletter Sign-up
Special Note to Educators and Presenters
Corporate Contacts
Speakers Bureau
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