Industry-Leading Automation for Complex Trust and Estate Returns
Automate 1041 tax prep with AI — extract and normalize source documents, apply fiduciary logic, and deliver audit-ready trust and estate returns
End-to-End Automation for Fiduciary Tax Returns
Instantly sort high volumes of complex client information
Intelligent Organization
Automatically classify and sort trust and estate source documents—including brokerage statements, 1099s, K-1s, and supporting schedules—into the correct categories for 1041 preparation and review
Automatic Binder Creation
Map files into a standardized fiduciary binder and workpaper structure aligned with your firm’s trust and estate review workflow
Eliminate Manual Intake Work
No manual renaming, tagging, or folder management—Black Ore handles document intake so your team can focus on fiduciary tax work, not file organization
AI-driven preparation and review
Intelligent validations and reasoning engine
Audit-Ready Storage. End-to-End Traceability.
Centralized Document Storage
Maintain secure, centralized storage for source documents, annotations, and full client history
Full Activity Logging
Timestamp and log every action, edit, and comment—so your team is always audit-ready
Exportable Workpaper Packages
Generate complete workpaper packages and audit trails on demand, ready for internal review or external inspection
1041 Preparation & Review
Black Ore supports a broad range of Trust and Estate fiduciary filings. The platform is designed to handle diverse income categories and multi-beneficiary K-1 distributions, making it ideal for firms managing complex 1041 filings.
Black Ore is built to ingest and normalize data from a wide range of sources, including consolidated brokerage statements, Schedule K-1s, and miscellaneous income forms. The platform automatically categorizes these documents into a standardized workpaper binder.
Returns are delivered in a review-ready state, supported by automatically generated tie-outs and excel workpapers. This allows reviewers to focus on high-level fiduciary tax planning rather than manual data entry. We allow for the ability to annotate, override, and approve data directly within the platform.
The system applies automated validations across extracted data to ensure accurate preparation and compliance with fiduciary tax rules. Items that require additional review are flagged for user attention, and users can review, edit, or override results as needed before filing.
Yes. Black Ore integrates with the leading tax software platforms. Mapped fields are exported directly into your prep system—no rekeying or bridge files needed.
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