Trust Accounting - New York Trust Accounting Template | Estateably Demo скачать в хорошем качестве

Trust Accounting - New York Trust Accounting Template | Estateably Demo

An overview of how to generate a New York State Trust Accounting Report in Estateably. This video shows how pre-populated trust accounting data flows into the New York template, how to customize report settings, and how to generate a finished report in Word or PDF. ------------- 00:00 Intro 00:20 How to Generate the Report 00:30 Customizing settings 00:50 Generating the report 👉 Book a demo today: www.estateably.com/schedule-a-demo 👉 Learn more about our estate & trust administration and accounting software: www.estateably.com ------------- Estateably is a cloud-based platform that empowers financial institutions, accounting firms and legal professionals to transform their trust and estate administration and accounting practices. We help over 1,000 firms and 5,000 practitioners across the United States and Canada streamline complex estate work, manage fiduciary accounting requirements, and deliver exceptional client service. Estateably puts powerful automation at the heart of your practice, so you can efficiently handle probate forms, precedent letters, trust accounting, beneficiary reporting, tasks, contacts, and inventory - all from one centralized platform. With SOC2 Type II certification and commitment to the highest security standards, we've earned the trust of professionals and practitioners who demand both security and excellence in their fiduciary practice management. ------------- #estateably #trustaccounting #newyork #trustaccounting #trusts #accounting #legaltech #trustadministration