TEdec Trust and Estate Accounting Software

TEdec Features & Benefits

TEdec Trust and Estate Accounting Software is an integrated software system with numerous components to meet your specific needs in the administration of your trusts and estates.


Customer Comment: “I found the TEdec program to be user-friendly. However, more importantly, when I had a question, the support staff was for there for me – they [particularly Lauren] were great to work with – they are just a phone call away, knowledgeable, efficient and friendly.” (emphasis added)
Stephen L. Packard, Counselor at Law, Member NY, NH & Fl Bars, New York, NY & Edison, NJ.

Software Review

by Donald H. Kelley, Estate Planning Magazine

TEdec – Characterized by:

Ease of Use
Well Organized Reports
Comprehensive Audit Tracking
Thorough Training and Support


TEdec Trust and Estate Accounting Software Includes the Following Components:

 TEdec Fiduciary Accounting Software

trust accounting softwareThe TEdec Trust and Estate Accounting Software, which is a one-time, single entry system on a cash receipts and disbursements method (accrued payments may also be recorded), includes: the Court Inventory, the Fiduciary Accounting (either formal or informal), asset tracking, security valuations (see below), Estate Tax and Fiduciary Income Tax preparation (see below) and a host of tax and management reports and many court specific, jurisdictional reports. [Read more about the TEdec Fiduciary Accounting Software].

Estate Tax Returns (IRS Fm 706)

TEdec Trust and Estate Accounting Software exports to Lacerte® and/or CCH ProSystems fx® Tax Software for preparation of the estate tax returns. Once the export is completed, the tax returns are over 95% completed! TEdec provides a convenient User Check-List of items to check in the Lacerte® and/or CCH ProSystems fx® Tax Software 706 preparation module once the export is completed. In addition to the IRS Fm 706, Lacerte® and/or CCH ProSystems fx® supports the New York Fm ET-706 and the Florida Fm F-706. And, in addition to the Lacerte® and/or CCH ProSystems fx® export, TEdec independently provides Addendums to the Schedules of the IRS Fm 706 for convenient cross-checking and preparation of other state returns.

Fiduciary Income Tax Returns (IRS Fm 1041)

TEdec Trust and Estate Accounting Software exports to Lacerte® and/or CCH ProSystems fx® Tax Software for preparation of the Fiduciary Income Tax returns. Once the export is completed, the returns are over 95% completed! TEdec provides a convenient User Check-List of items to check in the Lacerte® and/or CCH ProSystems fx® Tax Software 1041 preparation module once the export is completed. In addition to the IRS Fm 1041, Lacerte® and/or CCH ProSystems fx® supports all state fiduciary income tax returns. In addition to the Lacerte® and/or CCH ProSystems fx® export, TEdec independently provides a Taxable Income Report (summary or detail) for any tax year, which is keyed to the line items of the IRS Fm 1041, for convenient cross-checking.

Case Management and Fiduciary Calendar

TEdec Trust and Estate Accounting Software incorporates into the TEdec program for each entity (trust, estate, guardianship, etc.) without additional cost a complete case management and calendar system, which provides alerts for pending items/tasks and a case history of completed items/tasks.

TEdec Service Bureau

TEdec Trust and Estate Accounting Software provides accounting preparation services thru the TEdec Service Bureau.

[Read more about the TEdec Service Bureau – Click Here]


Customer Comment: “When I did not have the time or staff available, I turned to TEdec to prepare some very difficult estate accountings and tax work. Amber and the whole TEdec Team were wonderful to work with – extremely knowledgeable, efficient, meticulously accurate, always available – and so friendly and helpful I would highly recommend them without hesitation.” (Emphasis added) Kathryn A. Jackson, Esq., Williamsville, NY.


Contact us at TEdec for additional information, pricing or payment options or if you have any questions concerning the TEdec Trust and Estate Administration Software.

TEdec Professional Fiduciary Accounting Software – Click Here

*Lacerte® is a registered trademark of Intuit, Inc. in the United States and other countries.

*CCH ProSystems fx® is a registered trademark of CCH, Inc.