EducationJan 25, 2026
The DEALER Framework: Mastering Debits and Credits in Estate Accounting
A comprehensive guide to the DEALER mnemonic that makes double-entry bookkeeping intuitive. Learn which accounts increase with debits vs. credits.
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Estate Bookkeeper Blog
Business and practice insights for estate accounting, probate bookkeeping, and trust administration.
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EducationJan 24, 2026
Understanding the Accounting Equation for Estate Professionals
Learn how Assets - Liabilities = Equity applies to estate accounting and why this fundamental equation keeps your books balanced.
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How-ToJan 23, 2026
How to Set Up a Chart of Accounts for Probate Matters
A practical guide to structuring your chart of accounts for estate administration. Learn which accounts you need and how to organize them.
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How-ToJan 22, 2026
Bank Statement Reconciliation for Estate Accounting
Learn how to reconcile bank statements with your estate accounting records. A critical skill for accurate probate bookkeeping.
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How-ToJan 21, 2026
Using Transaction Tags for Tax and Distribution Tracking
Learn how to use transaction tags to categorize and filter estate transactions for tax reporting and beneficiary distributions.
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EducationJan 20, 2026
The Probate Accounting Lifecycle: From Opening to Closing
A complete walkthrough of estate accounting from the date of death through final distribution. Understand each phase of the process.
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EducationJan 19, 2026
Running Balances: Why Every Transaction Matters in Estate Accounting
Understand how running balances work and why maintaining accurate account balances is crucial for estate accounting and court filings.
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Practice ManagementJan 18, 2026
Managing Multiple Probate Matters Efficiently
Strategies for law firms and fiduciaries handling multiple estate administrations simultaneously. Scale your practice without sacrificing quality.
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How-ToJan 17, 2026
Date of Death Valuations: Getting the Initial Inventory Right
Learn why date of death valuations matter and how to properly value different types of estate assets for the initial inventory.
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EducationJan 16, 2026
The Personal Representative's Guide to Estate Accounting
Essential accounting knowledge for executors and administrators. Understand your fiduciary duties and how to fulfill them properly.
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EducationJan 15, 2026
What is Double-Entry Bookkeeping? A Guide for Estate Attorneys
Learn the fundamentals of double-entry bookkeeping and why it's essential for accurate estate accounting. Perfect for attorneys new to fiduciary accounting.
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Best PracticesJan 10, 2026
5 Common Probate Accounting Mistakes (And How to Avoid Them)
Avoid these frequent pitfalls in probate accounting that can lead to court objections, beneficiary disputes, and personal liability.
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ComparisonJan 5, 2026
Estate Accounting Software vs. Spreadsheets: A Comparison
Should you use dedicated estate accounting software or stick with spreadsheets? We break down the pros and cons of each approach.
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How-ToDec 28, 2025
How to Generate Professional Estate Reports
A step-by-step guide to creating professional estate accounting reports that meet court requirements and satisfy beneficiary scrutiny.
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