The complete trust and estate tax agent

From source documents to signed return. Instead prepares workpapers, populates returns, resolves diagnostics, and files: 1041, K-1s, and all supporting schedules.

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Instead 1041 fiduciary tax agent for trust distributions, allocations, and basis tracking

THE FIDUCIARY RETURN

One agent
Every step of the 1041

Tax plans, workpapers, return population, K-1 generation, review, and filing. Instead handles every step of fiduciary tax preparation so your team focuses on advisory.

DNI calculations and income distribution deductions
K-1 generation for every beneficiary
65-day election analysis and modeling
Compressed bracket and NIIT analysis

WORKFLOWS

Pre-built workflows, click run

Every step of fiduciary tax preparation, automated.

Fiduciary workpapers

Upload trust agreements, brokerage statements, and K-1s received. Complete fiduciary workpapers built automatically.

Return preparation

Populates every line of the 1041. DNI calculations, K-1 generation, and income distribution deductions included.

Return review

Compliance review against source docs, workpapers, and current tax law. Issues flagged before partner review.

Tax planning

Build fiduciary tax plans with distribution timing, income shifting strategies, and trustee-ready deliverables.

65-day election analysis

Evaluates whether a Section 663(b) election benefits the trust and beneficiaries. Models distribution scenarios with projected tax impact.

Tax estimates

Quarterly estimated tax calculations, federal and state. Trust-specific thresholds, compressed brackets, and NIIT analysis.

Strategy implementation

From intake through analysis to final deliverable. Trust-specific strategies with projected impact for trustees and beneficiaries.

Custom workflows

Your firm's fiduciary process, codified. Describe your workflow and the agent builds it. Repeatable across every engagement.

TAX DOCS

Every document, organized automatically

Upload trust agreements, financial statements, and source docs. The agent classifies, renames, and organizes everything by tax year and beneficiary.

Auto-classification

Agent organizes trust docs, K-1 inputs, and beneficiary correspondence.

Version history

Full audit trail on every document. Revert any change at any time.

Cloud integrations

Google Drive · OneDrive · Box · Dropbox. More integrations coming soon.

FIDUCIARY

Distributions and DNI, handled

Distributable net income, income distribution deductions, grantor trust rules, and compressed brackets. Instead tracks it all and generates K-1s for every beneficiary.

Distributable net income calculations
Income distribution deduction tracking
Grantor trust status and reporting
Beneficiary K-1 generation
65-day election modeling

Instead DNI calculations and beneficiary K-1 generation for trusts and estates

READY TO RUN

Workflows built for trust and estate returns

From workpapers to filing, every step of fiduciary return preparation has a dedicated workflow. Click run and the agent handles the rest.

Build a 1041 tax workpaper (TY25)
Prepare and review a 1041 return (TY25)
Review a 1041 tax return (TY25)
Build a trust and estate tax plan (TY26)
Build beneficiary tax estimates (TY26)
Implement a tax strategy
DNI distribution analysis

Instead trust and estate workflow library

THE GRID

One person
Thousands of 1041s

Select trust and estate clients. Run return preparation across all of them simultaneously. The grid handles every beneficiary, every K-1, every DNI calculation in parallel.

Team managing 1041 fiduciary returns at scale with Instead grid view

RESEARCH

Ask any trust and estate question

Are trustee management fees above or below the 2% floor? How do you split a return when grantor trust status is revoked mid-year? The agent researches it, cites the IRC and Treasury Regs, and shows you exactly where the answer comes from.

Try tax research

SECURITY