Isokon Executry

Designed specifically for Scotland

   Fully compliant with the Succession (Scotland) Act 1964

   Records the full details of the testator, executors and beneficiaries

   Records and calculates Legal and Prior Rights entitlements for testate and intestate cases

   Records heritable and moveable assets.

   Records location of assets for confirmation

   Records property descriptions from the Sasine Register and Land Registry

 

Distribution Flexibility

   The double entry accounting system gives complete accuracy and control over estate finances.

   Registers, re-values and tracks all assets and liabilities throughout the period of administration.

   Records income payments and processes the payments during administration. Gives complete control over the format of financial statements for the executry.

   Rapidly assesses the estate's net worth and the amount that might eventually become due to residuary beneficiaries.

 

Address Book

   The Global Address Book allows rapid access to frequently used names and addresses of contacts and organisations.

   Including Sheriff Courts and tax offices

Scottish Parliament Building   

 

 

 

Document Production

   Isokon for Executry mail merge facility automatically combines data with document templates. Template letters can be selected from the library or created from scratch to produce correspondence

   Scottish form of writs, deeds, bonds of caution, legal rights calculation, discharge and declinature of legal rights, plus many others

 

Forms Generation

   Isokon outputs data directly to the Revenue's own PDF tax forms.

   Forms produced by Isokon for Executry include the C1-C2, C5 forms of confirmation, plus the IHT400 (and accompanying schedules), Executry proposal forms, SA900, R185E and many others.

   Investment details can be automatically exported to a CREST stock transfer form where required.

 

Reporting

   Isokon for Executry includes a wealth of reporting options covering all aspects of the estate, including inventories for confirmation. Reports can be easily customised where required.

 

Event Management

   Isokon for Executry includes a full set of pre-defined workflows which can quickly and easily be tailored by you - for both testate and intestate cases.