We use cookies on this site to provide you with an informative and engaging experience and also to help us to continually improve our site for you. Without allowing cookies certain features of the site will not be available. To learn more about how we use cookies, please view our cookie policy. By clicking on ‘APPROVE’, you consent to our use of cookies on this device in accordance with our policy.

Fiduciary Tax Software & Tax
Preparation Services

Get the flexibility you need, with the rigid security you demand

Trust US™ is comprehensive, easy to use trust tax software designed specifically to meet the fiduciary reporting and trust tax return preparation and filing requirements of bank trust departments, accounting firms, law firms, and other wealth management organizations.

Trust US™ automates and integrates the entire process, from the importing and verification of data from your trust accounting system; quick and easy edit and reporting options; to seamless preparation and electronic filing of completed tax returns. With over 85,000 returns prepared last year, Trust US has experience with virtually every type of fiduciary form and helps you manage the trust tax process with unparalleled flexibility and customization.

Best Practices to Address Complex Trust & Estate Tax Law Changes

The lack of clarification surrounding T.D. 9664 has given rise to much debate within the industry. Download this white paper to find out everything you need to know about T.D. 9664, and read how Trust US is uncovering best-in-class guidelines to dealing with limitations on Estates and Trusts.

Download the Guide

See what Trust US™ can do for you!

What our customers are saying

  • “On a scale of 1 — 10, I would give you guys a 12. I have never been more pleased; my sales professional held my hand all the way through the process, and there was even support available on weekends.

    (Kentucky Bank)
  • “Service levels beyond exceeded expectation — when I call, I get an answer. Replies are very thorough and explanatory.”

    (Michigan Bank)
  • “Customer service standards were accordingly met in a timely manner, and sales professionals were always proactive in their service. Everyone was very attentive and hands on — makes me feel like I’m your only customer.”

    (Michigan Bank)
  • “Communication is this sales team’s best asset. I was kept in the loop throughout the process, reminded of the IRS letter for extension and provided with a template that I could use it.”

    (Kentucky Bank)
  • “Really happy with the services — you guys know taxes. Appreciate what you do.”

    (Michigan Bank)
  • “Very pleased and happy to have expert professionals to partner and work with.”

Learn More Today

Whether you have a small number of returns to complete or thousands – Trust US can help. Last year Trust US was used by clients to prepare and file over 85,000 fiduciary tax returns. How can we help you?

Learn More