Pallette Platform

Aug 17, 2011 9:00 AM, By Donald H. Kelley

Managing client data for the financial advisor and the investing family ...

Cowles TrusTerminator

Jul 13, 2011 2:00 PM, By Donald H. Kelley

Finance Logix

Jun 15, 2011 2:00 PM, By Donald H. Kelley

Retirement, insurance, estate and education planning combined in a web-based facility....

Estate Planning After 2010

May 11, 2011 9:00 AM, By Donald H. Kelley

Resources, opinions and suggestions available on the Internet...

WealthDocx 2011

Apr 11, 2011 4:10 PM, By Donald H. Kelley

Here’s the latest in automated will and trust drafting from WealthCounsel....

Drafting Wills and Trust Agreements

Mar 16, 2011 10:00 AM, By Donald H. Kelley

Document assembly after the 2010 Act...

Wealth Transfer Planning

Feb 9, 2011 2:00 PM, By Donald H. Kelley

2011 Tax Law Changes

Jan 12, 2011 2:00 PM, By Donald H. Kelley

Revisions required for Estate Tax calculation programs...

Planning Perspectives

Dec 15, 2010 2:00 PM, By Donald H. Kelley

Planning Perspectives is a website designed for use by charitable organizations to facilitate collaboration among the donor, the donor’s advisors and others to evaluate the donor’s gift making plans and actual gift making. ...

A comprehensive set of modules addressing wealth planning needs

Nov 10, 2010 2:00 PM, By Donald H. Kelley

BNA Wealth Manager is designed to address planning and analysis for retirement, insurance and disability needs, education funding, individual retirement account distribution, long-term care and gifts and estate arrangements....

GEMS (Gillett Estate Management Suite)

Oct 7, 2010 1:00 PM, By Donald H. Kelley

Automated estate and gift tax returns and fiduciary accounting in one package ...

Navigating the IRS website

Sep 15, 2010 2:00 PM, By Donald H. Kelley

Quickly finding what you need on IRS.gov...

Gsphere

Aug 11, 2010 11:21 AM, By Donald H. Kelley

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Jul 13, 2010 11:34 AM, By Donald H. Kelley

Evaluate retirement projections with this online tool...

TOTAL Planning Suite

Jun 14, 2010 5:21 PM, By Donald H. Kelley

Serve all phases of your client’s retirement plan with this suite of tools...

Roth IRA Conversion Evaluator

May 12, 2010 9:46 AM, By Donald H. Kelley

A sophisticated tool for evaluating Roth IRA conversions...

SunGard MyWealthSeries

Apr 13, 2010 3:29 PM, By Donald H. Kelley

Collaborate with clients with this financial planning tool designed for your website...

The Deal on Repeal

Mar 17, 2010 3:56 PM, By Donald H. Kelley

An estate tax Internet resource guide...

Accruit

Feb 10, 2010 12:08 PM, By Donald H. Kelley

Streamlining the management of like-kind exchanges...

Analyzing ILITs

Jan 13, 2010 11:32 AM, By Donald H. Kelley

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

Roth Conversion 2010

Dec 8, 2009 12:25 PM, By Donald H. Kelley

A new software package helps advisors deal with the complexities and opportunities presented by Roth conversions after 2009...

WealthDocx 7

Nov 11, 2009 9:09 AM, By Donald H. Kelley

Here’s the latest in automated will and trust drafting from WealthCounsel...

More Word Tips and Tricks

Oct 14, 2009 10:07 AM, By Donald H. Kelley

Learning to efficiently originate and edit documents in Microsoft Word...

Rockit

Sep 15, 2009 4:08 PM, By Donald H. Kelley

For family offices, a full-featured data management and accounting service...

Latest in Internet Calculators

Aug 11, 2009 4:02 PM, By Donald H. Kelley

Here are your links to free tools that perform specialized computations for estate, retirement and financial planning...

Let the Software Do the Math

Jul 15, 2009 9:44 AM, By Donald H. Kelley

Tiger Tables and similar programs do standalone computations of actuarially based estate-planning techniques—and more...

Get More Out of Outlook

Jun 10, 2009 9:53 AM, By Donald H. Kelley and Douglas Sherman

Go beyond the basics with Microsoft’s software package...

TrustPortal

May 13, 2009 3:07 PM, By Donald H. Kelley

It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management...

ClientVision

Apr 14, 2009 12:18 PM, By Donald H. Kelley

Enhance your Outlook software to help manage your client relationships and data...

Save Time, Money with Automated Drafting

Mar 18, 2009 6:20 PM, By Donald H. Kelley

"Wealth Transfer Planning" software is a state-of-the-art drafting system for taxable estates ...

A Tool for Retirement Advice

Feb 11, 2009 12:48 PM, By Don Kelley

Should you use “Retirement Savings Planner 2009” software?...

Don Kelly Tech Review: SunGard WealthStation

Jan 27, 2009 4:37 PM, By Donald H. Kelley

SunGard WealthStation is all about convergence. It presents a common interface for financial planning, asset allocation, proposals, account balancing and back-office operations...

Don Kelly Tech Review: PT Manager

Dec 18, 2008 3:52 PM, By Donald H. Kelley

Keep track of trust data and expedite trust administration...

Speed Up Your Document Editing

Nov 18, 2008 2:17 PM, By Donald H. Kelley

Be your own document reviewer with these tips for quick editing....

Technology Review Archive

Apr 16, 2008 4:05 PM

Technology Review Archive...

Commercially Available Software Applications for Trusts & Estates Professionals

Jan 10, 2008 3:24 PM

Commercially Available Software Applications for Trusts & Estates Professionals...

Free Software for Trusts & Estates Professionals

Jan 10, 2008 3:19 PM

Free Software for Trusts & Estates Professionals...