Trust and Estate Planning

Manage meaningful client trusts from start to finish with ONESOURCE Trust & Estate Administration

Thomson Reuters ONESOURCE software and service solutions ensure easier, more efficient estate and trust administration including estate, inheritance and gift taxes (706, 709, and 1041); fiduciary accounting; estate planning and more. Depending on the workflow that works best for you, we’ll deliver solution to help you create, draft, execute, and maintain rock-solid trusts. 

Trust and Estate Planning Products:

Thomson Reuters ONESOURCE

ONESOURCE helps you address the complexities of tax and compliance on every level. Across 180 countries, our tax software programs and services help you stay in compliance, avoid penalties and audits, increase efficiency and save vast amounts of time.

Thomson Reuters Checkpoint

Blends cutting-edge technology, editorial insight, time-saving productivity tools, online learning & news updates with intelligent linking to related content and software. Thousands of tax and accounting professionals rely on it every day.

ONESOURCE Trust Tax

Provides wealth managers with an integrated compliance solution that automates the fiduciary tax process from data management to 1099 and 1042-S reporting.

Checkpoint Learning Webinars

Experts in their fields present the latest developments in tax, accounting, auditing, risk assessment, Yellow Book, and more, right to your desk -- all you need is a high-speed internet connection.

Checkpoint Learning Premier CPE Package

An easy-to-use, affordable solution that lets field practitioners conduct a rapid inventory of de-facto land rights and issue documentary evidence attesting to those rights. Offers robust document storage & includes version control.

Checkpoint Learning Courses

MicroMash and PASS Online comprise a library of more than 300 interactive online courses available exclusively on the Checkpoint Learning platform. Our curriculum combines the latest in computer technology with advanced coursework.

ONESOURCE Trust & Estate Administration

Our software modules work together as an integrated system or can be used independently as standalone products to meet your individual needs. Our preparation services will simplify & standardize your court accounting and tax preparation.

Checkpoint Learning

Provides CPE compliance tracking, learning management, curriculum development and much more. You can purchase and complete courses directly from Checkpoint Learning, either individually or as part of a subscription package.