Estate Accounting Made Simple
The modern cloud platform for probate and trust accounting. Track every transaction, generate court-ready reports, and manage your practice with precision.
14-day free trial · No credit card required
Estate of Margaret Thompson
OpenThe Problem
Estate Accounting Shouldn't Be This Hard
Law firms and fiduciaries face unique challenges that generic accounting software can't solve.
Expensive Per-Matter Pricing
QuickBooks and similar tools charge per company. For firms with 40+ active matters, costs spiral out of control.
Outdated Desktop Software
Legacy probate accounting software lacks cloud access, real-time collaboration, and modern user experience.
Manual Data Entry
Hours wasted manually entering transactions from bank statements, with high risk of human error.
Complex Court Requirements
Generating court-compliant inventories and final accounts requires tedious manual formatting.
The Solution
Built by Practitioners, for Practitioners
Estate Bookkeeper is designed from the ground up for the unique demands of probate and trust accounting.
Simple Pricing
Pay by plan tier, not per matter. Predictable monthly costs that scale with your practice.
Cloud-Native Platform
Access your data anywhere. Real-time sync, automatic backups, zero maintenance.
Double-Entry Precision
True double-entry bookkeeping ensures every transaction balances. Complete audit trail included.
Court-Ready Reports
Generate inventories, income statements, and final accounts that meet court requirements.
Features
Everything You Need to Manage Estate Finances
Comprehensive tools designed specifically for probate and trust accounting workflows.
Matter Management
- Create and organize probate and trust matters
- Track decedent information, case numbers, and court details
- Matter lifecycle: Open, Closed, Archived
- Quick search and filter across all matters
Account Tracking
- Asset accounts: bank, brokerage, real estate, vehicles
- Income and expense categories
- Opening balances and running balance calculations
- Templates for quick matter setup
Transaction Entry
- True double-entry bookkeeping system
- Check numbers, references, and attachments
- Complete audit trail of all changes
- Transfers, receipts, and disbursements
Court Reporting
- Generate inventory reports (balance sheets)
- Income statements by date range
- Final account with complete financial history
- Export to PDF and Excel formats
How It Works
Simple Workflow, Powerful Results
Get from case opening to final account in four straightforward steps.
Create a Matter
Enter decedent information, case details, and court info. Apply templates for instant account setup.
Set Up Accounts
Add asset accounts for bank accounts, real estate, and property. Configure income and expense categories.
Record Transactions
Enter receipts, disbursements, and transfers. Every transaction is properly tracked with full audit trail.
Generate Reports
Create court-ready inventories, income statements, and final accounts with a single click.
Who It's For
Built for Estate Professionals
Estate Planning Attorneys
Manage multiple probate and trust matters efficiently. Generate court-compliant reports without the accounting headache.
Probate Paralegals
Streamline daily transaction entry and account reconciliation. Spend less time on data entry, more time on casework.
Professional Fiduciaries
Handle high volumes of trust and estate matters with precision. Scale your practice without scaling your overhead.
Law Firm Operations
Standardize accounting across your firm. Role-based access ensures the right people see the right information.
Pricing
Simple, Transparent Pricing
Pay based on how many active matters you manage. No per-matter fees, no hidden costs.
Starter
Perfect for solo practitioners
Up to 10 active matters
Professional
For growing practices
Up to 25 active matters
Firm
For established firms
Up to 50 active matters
Enterprise
For large organizations
Unlimited active matters
Ready to Simplify Estate Accounting?
Start your free trial and see how Estate Bookkeeper can bring precision and clarity to your probate and trust matters.
14-day free trial · No credit card required
Double-Entry Bookkeeping
Every transaction balances
Court-Ready Reports
Inventories, income statements, final accounts
Access Anywhere
Cloud-based with automatic backups