TRUSTEE COPILOT

Owner

Goods & Services

Business management and administrative support services for trustees; business support services, namely, providing clerical, secretarial, bookkeeping, and accounting services to trustees; business consulting in the field of estate and trust administration; connecting qualified services providers with trustees to ensure high quality professional services; referral and business networking services for trustees, namely, identifying, evaluating, and connecting trustees with qualified professional service providers in a variety of fields, including but not limited to legal, accounting, real estate, property appraisal, property management, insurance, construction, remediation, and other specialized services necessary to fulfill fiduciary duties; back office support services for trustees, namely, organizing and maintaining estate-related records, preparing and managing task checklists and timelines, coordinating communications with beneficiaries, service providers, financial institutions, and credit bureaus on behalf of the decedent's estate, facilitating the closure of financial accounts, assisting with the consolidation of estate assets, and compiling documentation required for fiduciary reporting and compliance

Downloadable computer software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting

Providing online, non-downloadable software for settling, administering, and managing trusts and estates, managing and tracking trustee duties, and facilitating and managing beneficiary communication and reporting