Trust & Estate
A fully formed estate plan is just the beginning. There's the re-titling of assets to be done, and the configuring of revocable and irrevocable trusts with the correct assets, liquidity and cash flow. Annise tracks all of your assets titled in each of your trusts, as well as to you personally, to allow for a complete view of your wealth.
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Managing taxes
Over time, your wealth might grow to where setting up a number of funded and to-be funded revocable trusts makes sense to take advantage of estate tax exemptions. Proper planning can minimize federal and state taxes, ensuring more of your wealth is passed to heirs rather than the government.
Managing asset transfer & privacy
When you pass away, your assets will pass through a will under probate law and/or automatically by legal contract through a trust. Setting up a trust allows you to avoid or shorten probate saving time and money, ensuring your assets go to the appropriate beneficiaries rather than being decided by the state, lessening potential disputes among family members, and protecting your privacy (probate proceeding are available to the public.)
Transferring ownership
Having an estate plan isn’t enough. You will need to transfer the ownership of certain assets to specific trusts through re-titling. Once complete, you can change the ownership of individual assets within Annise so that they’re part of the appropriate trusts. Analyzing income, asset mix, and potential long term gains is very important for making certain your wishes are met and your beneficiaries are secure.
Frequently Asked Questions
What do I get in my free trial of Annise?
Click on the Try it Free button on the upper right of this page. You'll get a 30-day free trial to test our platform features and functionality. At the end of the trial, you can upgrade to a specific plan, stay on the platform with limited functionality and advertising, or delete your family office and leave us feedback.
Which Annise plan is right for me?
Annise pricing is usage based - the more features you use, the more you'll pay. Just syncing brokerage accounts is fee, when you start to add alternative assets, or set up trusts, you'll pay more.
What is wealth management software?
Annise defines wealth management software as a platform that incorporates asset performance with a general ledger, all permissioned to whomever you'd like to have access to whatever assets, accounts, trusts, etc.
How does Annise work?
At its core, Annise is a large database that starts with a base set of knowledge of all publically traded securies, pricing, and related meta data. After you sync your accounts, Annise matches your securities with the market securities to start to be able to educate, inform, and analyze your portfolio.
Does Annise work with all my devices?
Annise works across all your devices. They web is where you'll probably do morst of your work. The iOS app will be for quick analytics an insight, the iOS widge and watch will be for quick peek of performance. And Siri will be for a bit of interaction.
Does Annise charge for Support?
Annise does not charge for support during your subscription, nor does it charge for support during set-up. If you'd like to add historic data to properly calculate MOICs / iRRs or if you'd like us to reconcile our accounts, we charge an hourly fee which you can find under Pricing.
How do my Advisors work with Annise?
Advisors use Annise to empower their clients and build their businesses. Investors grant Advisors access to their Family Offices or to particular assets, accounts, or trusts. Or Advisors grant Investors access to the platform to start to build relationships with prospects and clients alike
Can Annise help me upload historic data?
Yes, when you sync your custodial accounts or add alternative assets and related price and capital call information, you'll probably want to add transactions that occurred prior to the earliest transaction with in your sync'd accounts. This will allo for accurate performance data. Annise can do this for you for an hourly rate found in Pricing.