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CALIFORNIA INTELLIGENT TRUST SETTLEMENT SYSTEM / FIDUCIARY ACCOUNTING MODULES

CALIFORNIA INTELLIGENT TRUST SETTLEMENT SYSTEM     WE HAVE YOUR BACK      DON'T
MISS A DEADLINE     DON'T MISS AN ISSUE     TRY EXPRESS EDITION    

TAAP ALL IN ONE FIDUCIARY ACCOUNTING MODULES ® FOR TRUST|PROBATE|GUARDIANSHIP &
CONSERVATORSHIP ACCOUNTINGS     EASY     TIME-SAVING     DEPENDABLE    
ACCURATE    

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CALIFORNIA INTELLIGENT TRUST SETTLEMENT SYSTEM TM

ARE YOU UNSURE ON WHAT TO DO?

The California Intelligent Settlement System is a comprehensive and automated
approach to California trust settlements. TAAP walks you through trust
administration inch by inch - solving crucial dates, notices, conflicts,
communications, tax issues, final reports and more...



Enter the basic personal and asset data once and TAAP will produce:

Timelines (To Do Lists, Reminders), Legal Notices, Letters, Asset Transfers to
Sub-trusts and/or beneficiaries (Deeds, Assignments, Shareholder/Director
minutes, LLCs, Consents) PCORs, Change of Ownership, Prop. 58 Exemption(s), BOE
100b, Trustee Report and much more.

ALL OF OUR FORMS ARE CUSTOMIZABLE!

TAAP is the only California specific trust settlement system available.

TAAP FIDUCIARY ACCOUNTING MODULES

TAAP Fiduciary Accounting, is an affordable powerful and efficient platform
available to prepare Fiduciary Accountings.

TAAP (USA) is designed for Standard and Complex trust accountings and is
designed to comply with the requirements of any state.

TAAP (California) is specifically designed to meet the unique California
requirements for Trust, Probate, Guardianship and Conservatorship Accountings.

  ATTORNEY W. VITO LANUTI



TAAPSoft is developed by Attorney W. Vito Lanuti who is certified as a legal
specialist in Estate Planning, Trust and Probate Law by the California State
Bar, Board of Legal Specialization since 2000.

For more information about attorney W. Vito Lanuti, visit: lanutilaw.com


Time Saving Fiduciary Accountings and Trust Settlement System For Attorneys,
CPAs, Accountants, Paralegals and Professional Fiduciaries
TAAP is designed for Trust, Probate, Guardianship, and Conservatorship
accountings
TAAP is immediately profitable with 1 case
Confidently assign accountings to staff
Secure cloud based access
Robust, uncomplicated and simple to use
Get financial statements, balance sheet on a single click
Grow your business with new and lucrative revenue opportunities
TAAP instructional videos explain operations & accounting nuances


TESTIMONIALS

"TAAP was just what we needed. Easy entry, quick changes, court accepted
formatting."
-Don Trojan, CPA


USEFUL LINKS

Lanuti Law

IRS Homepage

IRS Code & Regulations


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