For probate law firms & their clients
A standardized, court-ready ledger for the money moving through an estate.
The executor logs inflows and expenses with receipts or statements from a phone or desktop. Your firm reviews, approves, and exports a clean record that lines up with the court's forms - no spreadsheets, no shoebox of receipts.
Receipts & statements required
Every entry needs a receipt, invoice, or bank statement - enforced by the database, not just the UI. Snap it from a phone or drag it in from a computer.
Approved means locked
Once your firm signs off, the entry is final and cannot be changed. Anything that needs fixing is sent back to the executor before approval.
Built for the court file
One-click Excel export of approved transactions, plus a bundled zip of every receipt and statement, formatted as a clean ledger with running balance.