Trust & Estate Accounting
Every estate, balanced to the penny.
Estate Bookkeeper is the modern ledger for probate and trust matters — true double-entry bookkeeping, running balances that are always current, and the fiduciary reports courts expect.
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Estate of Margaret Thompson
OpenSchedule 01 — The Problem
Generic books were never
built for estates.
Law firms and professional fiduciaries face demands that general-purpose accounting software cannot meet — and it shows, in both the hours and the invoices.
Per-entity pricing that punishes caseloads
QuickBooks and similar tools charge per company. For a firm carrying forty open matters, the invoice spirals long before the estate settles.
Desktop software stuck in another decade
Legacy probate accounting packages live on one machine, with no cloud access, no real-time collaboration, and interfaces that fight you.
Hours lost to manual entry
Re-keying transactions from bank statements is slow, and every keystroke is a chance for an error a court will notice.
Court formats assembled by hand
Inventories and combined accounts demand consistent, precise formatting — tedious to produce in a spreadsheet, risky to get wrong.
Schedule 02 — The Approach
Purpose-built, from first entry to final account.
Estate Bookkeeper is designed from the ground up for the way probate and trust accounting actually works.
Pay for capacity, not features
Matter-capacity pricing with every feature on every plan. No practice-management bundle, no document-automation upsell — just the ledger.
Cloud-native, always current
Your matters live securely in the cloud with real-time sync and automatic backups. Open a balance from chambers, the office, or home.
Double-entry precision
True double-entry bookkeeping means every transaction balances by construction, with a complete audit trail behind every figure.
Fiduciary reports, formatted
Inventories, income statements, and combined accounts with customizable formatting — exported to PDF, Excel, or CSV in a click.
Schedule 03 — The Method
Every debit
has its credit.
Double-entry bookkeeping has kept fiduciaries honest for five centuries. Estate Bookkeeper enforces it on every transaction — so your accounts balance by construction, not by hope.
- Transactions validate before they post — an out-of-balance entry cannot exist
- Running balances stay current on every account, in real time
- A complete audit trail sits behind every figure on every report
| Date | Entry | Debit | Credit |
|---|---|---|---|
| 04/12 | Sale of residence — 12 Elm St | 415,000.00 | |
| 04/12 | Real property — 12 Elm St | 415,000.00 | |
| 04/30 | Estate checking — dividend received | 432.18 | |
| 04/30 | Dividend income — Vanguard | 432.18 | |
| Totals | 415,432.18 | 415,432.18 | |
In balance
Closing Entry
Bring your matters into balance.
Open your first matter in minutes and see how precise estate accounting feels when the software is built for it.
14-day free trial · No credit card required · Cancel anytime