A smarter way to plan and file Trust & Estate taxes
Analyze your 1041 return, implement strategic tax planning that protects beneficiaries and preserves wealth — save thousands to millions in fiduciary income taxes every year.
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Save on fiduciary taxation
Choose from expert-built, curated Trust & Estate tax strategies that optimize income distribution, minimize fiduciary tax exposure, and protect beneficiary interests.
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Estimate tax obligations
Analyze your trust and estate financials to help estimate tax obligations for both the entity and beneficiaries while ensuring proper distribution timing and avoiding penalties.
Coming Soon
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Extend & File your returns
Monitor all Trust & Estate deadlines and help you meet every filing requirement for federal and state returns, including beneficiary K-1 schedules.
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Taxes should never erode the wealth you’re protecting.
Analyze your prior year Trust & Estate tax return
Trusts and estates face some of the highest marginal tax rates in the code — hitting the top bracket at just $15,200 of income. Get customized recommendations based on your trust structure, distribution provisions, and beneficiary needs — identifying every opportunity to shift income and reduce the fiduciary tax burden.
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Choose tax strategies that work for your Trust or Estate
Select from dozens of tax strategies specifically designed for fiduciary entities. They’re developed by experts who understand the complexities of distributable net income, trust accounting income, and the interplay between entity and beneficiary taxation.
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We help optimize both fiduciary and beneficiary taxes
Automated tracking, documentation, and compliance — our technology supports trust administration while maximizing tax advantages through proper classification of income, deductions, distributions, and the allocation between the entity and its beneficiaries.
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Trust & Estate filing solutions coming soon
Soon you’ll be able to estimate fiduciary obligations, make tax payments, extend your Trust & Estate returns, and file your 1041 with corresponding beneficiary K-1s. Instead is the first company in decades to receive IRS approvals for all core entities including 1041 forms, and once we complete state certifications, we’ll launch an end-to-end solution to streamline your fiduciary compliance from entity filing to individual beneficiary returns!
End-to-end solution to streamline your fiduciary compliance from entity filing to individual beneficiary returns!
A strategic investment to protect and preserve wealth
Trust & Estate taxation hits the highest brackets faster than any other entity type — reaching the 37% rate at just $15,200 of taxable income. More than just filing paperwork, it’s about strategic planning that affects both the trust’s tax liability and every beneficiary’s financial outcome. For just $24/mo, you can optimize your fiduciary structure to legally minimize tax obligations while preserving wealth across generations.
Learn more about Trust & Estate pricing
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