Isokon is an accounting and case management system for probate, trusts, and private client work in the UK, built around a core accounting engine for recording estate and trust assets and liabilities.
Key Features & Functions:
Probate and Estate Administration
Supports estate administration casework, including generation of estate accounts ranging from simple two-page summaries to complex accounts with schedules.
Trusts
Supports trust administration, including multi-funded trusts.
Court of Protection Deputyships
Supports management of Court of Protection deputyship matters.
Power of Attorney
Supports Lasting Power of Attorney (LPA) and Enduring Power of Attorney (EPA) matters.
Scottish Executries
Supports estate administration under the Scottish executry process.
Tax Form Completion
Completes relevant UK tax forms connected to probate and trust matters, including Inheritance Tax and Capital Gains Tax.
Document Management and Precedents
Includes a library of precedent templates linked to the event/workflow system, combined with case data to produce documents editable in the user's word processor.
Event Management, Workflows, and Diary
Tracks key tasks and deadlines through a workflow and diary system tied to case events.
Reporting
Includes standard reports, with the ability to add or customize reports as needed
Loading...