WindUp Estate Accounting & Tax software is specifically designed to reconcile and balance accounts, automate the calculation of Executor’s compensation and within seconds, produce a Statement of Account, even in court passing format.The software enables the number of transactions on a File based on two categories:
These limits are based on the entire life of the file. If, for example, you are reporting on a 20-year trust, you need to license a file which allows enough transactions to dispose of all items over the entire 20-year period. In most cases, files which can be completely wound-up within 6 months would be a “Medium File” whereas files which take longer than 6 months would most likely be a “Large File”.
If you commit to a minium annual volume for the next three years, the transaction fee is decreased.
Select your minimum annual volume to see the cost. Be sure to select a minimum annual volume you are
confident you will exceed. Any shortfall will be invoiced annually on the date of your order.
You may purchase Optional Integrations only when purchased with a Volume Discount for each product.
Cost for WindUp Estate Accounting & Tax $450.00 Installation fee
, $595 per Workstation for the PDF-addon
plus $995.00 per Active File/yr (“Transaction Fees”) unless otherwise displayed and agreed to when sending documents for electronic signature
In addition to a $450.00 Installation fee, use of this product is subject to transaction fees.
The current fees are displayed above.
On behalf of the Licensee,
I agree to the installation of the Emergent’s software and any updates. The function
and purpose of the Emergent’s legal software is to facilitate document automation for
corporate, wills, estate administration and estate accounting & tax transactions.