Wealth & Private Banking › Trust & Estate › Fiduciary Accounting

The Lackner Group 6-in-1

Estate and trust administration software pairing fiduciary accounting with death and income tax forms.

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Overview

The Lackner Group develops 6-in-1, estate and trust administration software that drives fiduciary accountings together with federal and state death, inventory and fiduciary income tax forms from a single database. It is built for the combined accounting and tax-preparation needs of estate administration.

The software lets practitioners maintain estate and trust accounts and produce court-ready fiduciary accountings and associated tax filings, reducing duplicate data entry across accounting and tax tasks.

Key Features

  • + Fiduciary and court accounting
  • + Estate and trust administration
  • + Federal and state death tax forms
  • + Fiduciary income tax forms
  • + Inventory preparation
  • + Single-database accounting and tax workflow

Integrations

Open API
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