Administration-specific intake
Collect decedent, trustee, beneficiary, asset, creditor, and trust details through a workflow built for post-death matters.
Trust Administration
Post-death trust administration workflows, not just one-off notice forms.
Statular helps attorneys collect administration facts, generate trust administration documents, organize trustee tasks, and prepare client-friendly materials after a settlor dies.
Product Surface
Trust Administration
Post-death trust administration work has different pressure points than estate plan drafting. The attorney needs beneficiary data, creditor information, trustee details, asset inventory, deadlines, notices, receipts, and a way to keep the trustee oriented.
Post-deathadministration package support
Task listsdefault administration workflows
Accountingbookkeeping API surface in product
Documents and task lists together
Generate administration documents while tracking the operational steps that need to happen after the drafts are prepared.
Client-friendly explanations
Prepare materials that help trustees and beneficiaries understand what the administration process is supposed to accomplish.
Workflow
How it works in a matter
01
Open a trust administration matter
Capture trust, settlor, trustee, beneficiary, and principal place of administration details.
02
Build the administration record
Collect asset and liability data, creditor details, deadlines, beneficiary addresses, and trustee instructions.
03
Generate and track the work
Prepare notices, receipts, educational summaries, accounting materials, and task lists for attorney review.
Supported workflow areas
- Notice to beneficiaries
- Creditor notice workflows where available
- Trustee and beneficiary intake
- Inventory, receipts, and distribution documentation
- Trust administration task lists and bookkeeping support
Good fit for
- Estate planning firms that also handle post-death administration
- Firms standardizing trustee onboarding
- Attorneys who want administration documents tied to matter data
Questions
Common attorney questions
Does Statular support trust administration documents?
Statular includes trust administration document workflows, including notices and administration materials where available for the selected package and jurisdiction.
Is this a fiduciary accounting system?
Statular includes trust administration bookkeeping and accounting workflow support, but firms should evaluate whether they need a dedicated fiduciary accounting platform for complex administrations.