Estate Accounting.
Clear. Simple. Fast
Features
Keep track of your estate administration - from start to finish.
Track payments to creditors and beneficiaries.
Record income and asset realisations.
Auto-calculate beneficiary entitlements.
Keep your beneficiaries informed. Share reports, or 'read only' access.
Collaborate with bookkeepers, accountants and your estate lawyers - share 'editor' access.
Full visibility and control over every aspect of the process.
Learn more
Auto-calculates estate net asset position and net income and expenses
Auto-calculates beneficiary entitlements
Tracks specific gifts and associated income and expenses
At - a - glance summary reporting
Detailed reporting - with simple-to-use filters to hone in on any detail
Collaborate and share - grant access to advisors, assistants and beneficiaries; choose what permissions to grant
Complex estates handled automatically
- Handle unlimited assets and liabilities - record each asset/liability, and the transactions connected to that item.
- Track income and expenses per asset - link the asset's associated income and expenses to the asset itself
- Handle specific gifts gracefully - ensure that the beneficiary's interest in the gift includes the income and expenses linked to that gift - and any liabilities encumbering the gift
- Handle abatement and apportionment automatically - beneficiary entitlements are automatically adjusted to account for any shortfall in assets requiring a pro-rata abatement and apportionment among the beneficiaries.
- Adjust abatement and apportionment for fine-tuned control - While the default settings will be suitable for most cases, there are always special cases. Exercise full control over the abatement order where needed.
- Handle non-cash transactions - transactions are not restricted to bank accounts, and can be used to correctly account for arrangements between beneficiaries, in-specie appropriations, gift disclaimers, debt forgiveness, deeds of family arrangement and any of the myriad of special circumstances that arise in an estate administration.
- Need help? If it's all just a bit too complex, our expert team can set up the accounts and enter the transactions for you.
Usecase
Exceptional support — available instantly, 24/7
Define escalation rules based on your knowledge base.
Provide answers to your team
Answer internal tickets instantly Easy way to access your knowledge base Define escalation rules
Hire the best candidates
Screen resumes, Sourcing, Outreach, Schedule interviews
More leads, better CRM hygiene
Auto update your CRM, Coach reps with custom rules, Get insights from sales calls
Focus on the stuff that matters
Seamless scheduling, Email drafting & triaging, Meeting recording
Put processes on autopilot
Automate communication with customers and vendors, Fill out and review documents, Integrate with all your internal systems
How Attestates works
1
Create estates easily
2
Add details of executors and beneficiaries
3
Enter estate assets and liabilities
4
Record transactions
4
Report
5
Collaborate
Benefits
Intuitive
Be up and reporting in no time - whether you're a seasoned estate professional or a first-time executor.
Collaborate
Share 'view' access with beneficiaries.
Share 'edit' access with co-executors.
Firms - add staff to enter and edit data.
Always Available
No 'operating hours' - work when it suits you.
No Software Installation
Fully web based. All you need is a browser.
Account for Estates simply. Report clearly
Report at any period, on any date range. Filter to hone in on exactly what you want to report.