Fully compliant with the succession laws of Scotland to include the Succession (Scotland) Act 1964 and the Succession (Scotland) Act 2016.
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.
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 Executry Accounts.
Rapidly assesses the estate’s net worth and the amount that might eventually become due to residuary beneficiaries.
Various styles of Executry Account included.
Global Address Book
The Global Address Book allows rapid access to frequently used names and addresses of contacts and organisations.
Includes Sheriff Courts and HMRC.
Mail merge facility automatically combines data with document templates. Template letters can be selected from the library or created from scratch to produce correspondence.
Bank of Scotland writs and deeds to include bonds of caution, legal rights calculation, discharge and renunciation of legal rights, plus many others, including with the software.
Isokon outputs data directly to HMRC’s own PDF tax forms.
Forms produced include the C1, C5, IHT400 and accompanying schedules, SA900, R185E and many others.
Investment details can be automatically exported to a CREST or Stock Transfer Form where required.
Includes a wealth of reporting options covering all aspects of the estate, to provide information for executors and beneficiaries. Internal management information reports are also available. Reports can be easily customised where required.
Included are a full set of pre-defined event workflows for both testate and intestate cases, which can quickly and easily be tailored by you.