Trust Operations
Run a trust, end to end
One guided flow: set the trust up correctly, keep the books, and prepare the Form 1041 package — entered once and threaded through, ending in a single hand-off document for your attorney and CPA. Every fiduciary duty is cited to its authority; nothing is computed that a professional should compute; nothing you enter leaves your device.
Private by design. This flow runs entirely in your browser and keeps your answers only in this page for this session — they are never uploaded, stored on a server, or saved between visits. Reloading the page starts over; use Print / Save as PDF at the end to keep your hand-off.
- Step 11. Set up
- Step 22. Operate
- Step 33. Taxes
- Step 44. Hand-off
Step 1 · Set up the trust
Describe the trust. These details carry into the tax step so you don't re-enter them.
Step 2 · Keep the books
Enter or paste the trust's ledger for the period. The receipts and distributions carry into the tax step.
Step 3 · Prepare the Form 1041 package
Your receipts and distributions carried over from the books. Identify what kind of income each receipt is — that's the one thing a tax form needs that a ledger doesn't. Anything you leave unset is held for your CPA, never guessed.
Everything organized in one place — review it, then print or save it to give your attorney and CPA. They review and complete; you decide.