For probate law firms & their clients
A standardized, court-ready ledger for the money moving through an estate.
The personal representative logs inflows and expenses with receipts or statements from a phone or desktop - save an entry now and attach the paperwork when it's at hand. Your firm works from the same live ledger, keeping every entry accurate and exporting a clean record that lines up with the court's forms - no spreadsheets, no shoebox of receipts.
Receipts & statements attached
Snap a receipt from a phone or drag an invoice or bank statement in from a computer. Entries can be saved right away and marked complete once the paperwork is attached.
One shared, accurate ledger
The personal representative and the firm work from the same ledger, with running balances for money in and money out. Entries stay editable until everything is correct, and every change is recorded behind the scenes.
Built for the court file
One-click Excel export of the accounting, plus a bundled zip of every receipt and statement, formatted as a clean ledger with running balance.