The WealthCounsel Asset Transfer System™

The WealthCounsel Asset Transfer System introduces a new and improved asset transfer system. This updated system fully integrates with WealthDocx, and works natively with WealthDocx answer files. In addition, the system is not just for funding trusts. It will help you manage any asset transfer task, including trust administration transfers and funding entities.

Some features include:

• Facilitates transfers from any person, trust, or entity to any person, trust or entity 
• Enhanced tracking functions to help you stay on top of funding projects 
• New "balance sheet" reports showing asset balance between husband and wife 
• Integrates with WealthDocx 
• Integrates with Gillette Estate Management System (GEMS) 
• Each case uses its own answer file
• Global Reports Assistant (enables you to assemble the 'Aged Items Report' and/or the 'Followup Items Report' for multiple asset transfer files)