Whether you have a few or many estate cases, it is important to have the right tools for fast and efficient case processing.
You work purposefully with the processing of your estates. Register all important information about the estate, heirs, assets and liabilities, and how the inheritance is distributed. The estate module also streamlines your case processing with automatic payment of inheritance and posting in the cash journal.
When you choose Unik Advosys, you get a comprehensive standard solution where you reuse the collected information, saving you time on entry.
124 of the 149 authorized lawyers already use our well-developed estate module when they have to handle the majority of the estate market.
You register all important information about the estate, heirs and get a schematic overview of the inheritance with family tree information.
You enter the information for the opening status continuously so that it is ready for you to submit the opening status. The program reuses the information for the estate inventory, for which you can easily load a standard. You must then explain in more detail item by item to get a calculated estate inventory. You can choose to enter the items for the estate inventory or retrieve the items from the case’s account card for the estate inventory.
The system calculates estate tax based on the created kinship information on heirs and wills, and you can also calculate tax based on the special possibilities of a charitable tax-exempt organization paying the tax for other heirs.
The module also handles estate tax in the event of succession after the first deceased.
For insolvent estates, we also recommend the bankruptcy module.