Your Interests Are Complex Our Software is Straightforward

Inventory Everything

Not just entity management. Everything management.

No matter the legal or financial relationship, our software can track it.
catalog assets

Detail What's Important

For each legal or financial relationship, context-aware data fields guide you to enter the most relevant information.
describe important details

Store Documents, Pictures, etc.

Documents are the legal support for each component of your estate. Organized intuitively, they are accessible with a click.
document repository

Define Relationships

You can't make good decisions for your estate without the complete picture. Let the software help you understand the interconnected relationships.

Complex entity and debt relationships are our specialty!
relationships

Visualize with Diagrams

Automatically-generated diagrams make the complex simple to digest.
diagrams

Generate Reports

Do you know the next three deadlines that will impact your estate? Which property have you owned for more than a year with the greatest appreciation? Our reports have the answers.
reports

Manage Your Estate's To-Do List

Being a steward of an estate is more than keeping a catalog of what you know. It's also about keeping track of that which you don't know or which needs attention. Maintain your task list in our software, and it will sync with your personal calendar.
tasks

See Complex Interests in Action!

Schedule an appointment with one of our specialists, and in less than 30 minutes you will learn how Complex Interests can support the stewardship efforts of complex family estates.