Question 1

What is Estate Bookkeeper?

Accepted Answer

Estate Bookkeeper is professional cloud-based accounting software designed specifically for trust and estate attorneys, probate paralegals, and professional fiduciaries. It provides double-entry bookkeeping, matter management, and court-ready report generation.

Question 2

How does double-entry bookkeeping work in Estate Bookkeeper?

Accepted Answer

Every transaction in Estate Bookkeeper has a source (where money comes from) and a destination (where it goes). This ensures your books always balance and provides a complete audit trail. We use the DEALER framework to make double-entry intuitive for non-accountants.

Question 3

What reports can I generate?

Accepted Answer

Estate Bookkeeper generates court-ready reports including Inventory reports (balance sheets), Income Statements, and Combined Accounts. All reports can be exported to PDF and are formatted for court filing requirements.

Question 4

Is my data secure?

Accepted Answer

Yes, we take security seriously. All data is encrypted in transit and at rest. We use industry-standard security practices, regular security audits, and role-based access controls. Your data is hosted on secure, SOC 2 Type II compliant infrastructure.

Question 5

Can I try Estate Bookkeeper for free?

Accepted Answer

Yes! We offer a 14-day free trial. You won't be charged until after your trial ends, and you can cancel anytime.

Question 6

What's the difference between the pricing tiers?

Accepted Answer

Our pricing is based on the number of active matters you can manage. Starter supports up to 10 matters, Professional up to 25, and Firm up to 50. Enterprise offers unlimited matters. Higher tiers also include additional features like priority support and team collaboration.

Question 7

Can multiple people work on the same matter?

Accepted Answer

Yes, Professional and higher plans support team collaboration. You can invite team members to your workspace and control their access with role-based permissions.

Question 8

How do I import existing data?

Accepted Answer

Estate Bookkeeper supports importing bank statements and transaction data from CSV files. We also provide tools to help you migrate from spreadsheets or other accounting software.

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