Commercially Available Software Applications for Trusts & Estates Professionals

Commercially Available Software Applications for Trusts & Estates Professionals

Appraise, a service provided by Evaluation Services, Inc. of Old Tappan, NJ; furnishes securities pricing for estate and gift tax returns, cost basis research and corporate action information through a web-based platform.

BNA Estate Planner is a full-featured estate-planning program. It generates a summary report tha

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