EstateNexus is the command center for principals who manage complex estate plans. Trusts, foundations, withholding agents, and financial instruments, all connected in a single, private view.
Irrevocable trust documents in one folder. Foundation filings in another. Withholding agent records in a spreadsheet. Mortgage terms in a drawer. Compliance deadlines in your head.
Existing software is built for your attorney or your financial advisor. Not for you, the person who actually controls these structures and needs to see how they connect.
Every entity has its own EIN, its own compliance calendar, its own financial flows. Managing them separately means missing connections that matter.
Each trust, foundation, and agent gets a dedicated profile. EIN, formation documents, key contacts, compliance status, and financial summaries, all in one place.
Automated reminders for annual filings, state registrations, IRS deadlines, and distribution requirements. Never miss a deadline across any entity.
Visualize how capital moves between your structures. From mortgage proceeds through withholding agents, into trusts and foundations, and out to beneficiaries.
First-class support for paying agent responsibilities. Payment tracking, tax withholding calculations, and reporting preparation in a dedicated workspace.
EstateNexus exists because the people who build and maintain complex estate structures deserve the same quality of tooling that exists for every other domain in finance. One dashboard. Complete visibility. Total control.