Probate

Estate Information:

Records the full details of the testator, executors and beneficiaries.

Distribution Flexibility

The double entry accounting system gives complete accuracy and control over estate finances.

Registers, re-values and tracks all assets and liabilities throughout the period of administration.

Records income payments and processes the payments during administration. Gives complete control over the format of financial statements for the estate.

Rapidly assesses the estate's net worth and the amount that might eventually become due to residual beneficiaries.

Address Book

The Global Address Book allows rapid access to frequently used names and addresses of contacts and organisations.

Document Production

Isokon for Probate mail merge facility automatically combines data with document templates. Template letters can be selected from the library or created from scratch to produce correspondence

Forms Generation

Isokon outputs data directly to the Revenue's own PDF tax forms.

Forms produced by Isokon for Probate include the IHT400 (and accompanying schedules), IHT205, SA900 and many others.

Investment details can be automatically exported to a CREST stock transfer form where required.

Reporting

Isokon for Probate includes a wealth of reporting options covering all aspects of the estate. Reports can be easily customised where required.