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Many individuals accumulate substantial amounts of wealth over their lifetimes. When they die, a large part of their assets is passed on to heirs through estates and trusts. This document provides an introduction to estate and trust concepts.

Accurate, timely accounting information for estates is more important than ever. This presentation is for users experienced with FN, especially in tracking investments and recording receipts and disbursements.

Accurate, timely accounting information for trusts is very important. This presentation is for users experienced with FN, especially in tracking investments and recording receipts and disbursements. Further, while a background in partnership accounting is not required, it is helpful in understanding the advanced aspects of trust accounting.