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1 Level
1230 Review
34 Karma

Review on TotalTrust by Mark Kolipano

Revainrating 5 out of 5

Great for simple estate planning needs and beneficiary tracking

I like that it's easy to use because of how intuitively everything works together (I'm new at this). It also has great reporting features which makes my job easier when working with multiple beneficiaries/trustees in one case file! The only thing about total Trust i dislike are some menus don't have drop downs so you can easily switch between them without having to click back each time or go into your browser history every single time - very frustrating if there isn’t enough space available while using these systems concurrently as well!! This program was recommended by our accountant & we've been able to keep track all client information within 1 place instead of keeping separate folders throughout different programs such as Quickbooks etc..

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Pros
  • Easy access, user friendly system for clients who do not want any training needed prior; ability to print statements from an excel spreadsheet is extremely handy too..also good feature allowing users more flexibility than other software used previously..good tool overall especially since many people prefer paperless recordkeeping...easy setup process...great reports provided via database....fast loading screen once
Cons
  • Some problems