This law firm works with a number of estates in which estate assets are used to fund trusts under a Will. Some bills are paid: professional fees, taxes, trust expenses. These trusts do not pay day to day living expenses for the beneficiaries. Each trust has a brokerage account with a large firm, and we receive monthly statements. As far as what is happening in the brokerage account, the monthly statements are fine. I am expected to make a financial snapshot by keeping tract of real estate values and brokerage statements.

As someone with no accounting experience, after reading the manual, I was able to get Trust Accountant up and running.

I have found it difficult to begin a new file, depositing new assets with their values. I once set up a number of asset categories that were unique for the file, but now that the trust has paid out, I will never use them again, and don't know how to eliminate them.

Excellent platform with ease of customization.

Platform allows for non-traditional retirement assets. Price is far more affordable than non-adaptable platforms. Service response has been exceptional.

Learning curve for software a little longer.

Overall this is a good software for smaller firms.

The software is easy to use and great for small fiduciary services businesses to be able to do trust accounting accurately and draft checks, etc.

The lack of ability to fix a transactions before posting; causes a lot of extra steps. Also, not printing the trust name on the top of the checks; I created a work around so banks will accept but it is a manual process.

Technical support has been very responsive to our requests as we are learning the software. Most of our calls have been related to learning the software and the best way to enter transactions. The couple of "bugs" were fixed in a timely manner and to our complete satisfaction.

Pricing and features were a good fit for our Trust Department's size and needs. The software capabilities and functionality will expand and adapt as our Trust Department continues to grow.

Data entry at this point is a bit cumbersome. I anticipate this will become easier as we integrate importation of data from Charles Schwab into the program.