Purchase the ACTEC 2010 Quicken Fiduciary Accounting Templates

ACTEC Fellows: $100.00
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Purchase by mail

Non-ACTEC attorneys and other professionals: $150.00
Purchase with credit card
Purchase by mail

Download the ACTEC 2010 Quicken Fiduciary Accounting Templates (password-protected executable file -- a password will be emailed upon purchase.)

Download the ACTEC 2010 Quicken Fiduciary Accounting Templates for the Mac – For newly created files only (password-protected zip file -- a password will be emailed upon purchase.)

ACTEC 2010 Quicken Fiduciary Accounting Templates User Manual (PDF) - Revised March 2013

Technical Support for the ACTEC 2010 Quicken Fiduciary Accounting Templates.

The ACTEC Fiduciary Accounting Templates that have been designed for use with Intuit's popular Quicken checking account and bookkeeping software (but not QuickBooks) are an outgrowth of a professional CLE program that was first presented in the spring of 1994 at ACTEC's Annual Meeting. The purpose of that program was to demonstrate how a relatively inexpensive off-the-shelf bookkeeping software program, such as Quicken, could be effectively used to produce accounting reports for estates and trusts that conform to the National Accounting Standards and Model Account Formats that were developed by the Committee on National Fiduciary Accounting Standards in 1975.

The first "beta" version of these templates that was issued in October of 1995 was designed to work with Quicken DOS and Quicken Windows. Over time Quicken DOS ceased to be supported and newer versions of Quicken Windows began to display some compatibility problems with the design of the original templates, so the original authors of the templates regrouped and developed an updated set of templates for use with the newer versions of Quicken Windows.

The version that is now being made available for sale here, called "ACTEC 2010 Quicken Fiduciary Accounting Templates," was designed for use with Quicken 2010. It has also been tested in Quicken 2011, Quicken 2012 and the current (as of 12/11/2012) Quicken 2013 (except Quicken Premier 2013 which will not display the Saved Reports in the Templates). News Flash: Since Intuit has discontinued online services and technical support for Quicken 2008 (as of 4/27/2011) and discontinued such services and support for 2009 (as of 4/27/2012), and these versions are retired, they will no longer be supported by the ACTEC Templates as of 2/15/2012. We suggest that users of these versions of Quicken upgrade to Quicken Versions 2010, 2011, 2012 or 2013.