The Product

One ledger, purpose-built for estates and trusts.

Matters, accounts, transactions, and court-ready fiduciary reports in a single focused workflow — true double-entry bookkeeping, without the general-purpose accounting overhead.

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The working ledger, page by page

Schedule 01 — The Workflow

From first filing to final account.

A matter moves through four stages. Estate Bookkeeper keeps the books current through every one of them, so the closing accounting is a printout — not a project.

Opening
Open the matter
Enter the decedent, case number, and court details. Apply a workspace template and the full chart of accounts is in place before the file leaves your desk.
Inventory
Record the inventory
Set up asset accounts for bank and brokerage accounts, real property, and vehicles, with opening balances as of the date of death. Income and expense categories stand ready for classification.
Administration
Enter transactions
Post receipts, disbursements, and transfers as the estate is administered. Every entry balances by construction, carries its references and attachments, and joins a complete audit trail.
Accounting
Generate the reports
Produce inventories, income statements, and combined accounts in the format the court expects — then export to PDF or Excel in a click.

Schedule 02 — Capabilities

Everything the books require. Nothing they don't.

Four capabilities cover the whole engagement — and every one of them is included on every plan. No modules, no upsells.

Matter management

Probate and trust matters, organized in one workspace
Decedent details, case numbers, and court information on file
A clear lifecycle: open, closed, archived
Search and filter across every matter you carry

Account tracking

Asset accounts for bank, brokerage, real property, and vehicles
Income and expense categories for clean classification
Opening balances with running balances always current
Workspace templates for instant chart-of-accounts setup

Transaction entry

True double-entry bookkeeping on every transaction
Receipts, disbursements, and transfers between accounts
Check numbers, references, and attachments on each entry
A complete audit trail behind every change

Court reporting

Inventories as of any date, including date of death
Income statements for any reporting period
Combined accounts covering the full administration
Export to PDF, Excel, or CSV in a click

Schedule 03 — Who It Serves

Built for the people who sign the account.

Whoever holds the pen — counsel, paralegal, fiduciary, or the family's personal representative — the ledger works the way the engagement does.

Counsel

Estate & trust attorneys

Carry a full caseload of probate and trust matters and produce court-ready accountings — without becoming the firm's bookkeeper along the way.

Paralegal

Probate paralegals

Post the day's receipts and disbursements quickly, reconcile against statements, and keep every matter current enough to report at a moment's notice.

Fiduciary

Professional fiduciaries

Administer many estates and trusts at once with the precision the role demands. Scale the practice without scaling the overhead.

Representative

Personal representatives

Meet the duty to account with books that stay in order from the first inventory to the final distribution — no accounting background required.

Closing Entry

Open a matter. The ledger is ready.

Every capability on this page is on every plan. Start with one matter and see how court-ready accounting feels when the software is purpose-built.