Professional fiduciary accounting software that turns complex estate and trust activity into court-ready reports, audit packages, and state-specific accountings — automatically.
From setup to final accounting, TrustAccountingPro handles the full workflow so you can focus on the work that matters.
Automatically produce the schedules attorneys and courts expect — opening assets, receipts, disbursements, distributions, and closing assets.
Reports and schedules automatically adapt to the jurisdiction. No more forcing your estate into a generic template that doesn't match your state's requirements.
The system correctly separates receipts, income, expenses, and distributions for proper fiduciary accounting — automatically, not manually.
Generate a complete PDF package with cover page, table of contents, summary accounting, detailed schedules, and all supporting reports — everything an auditor needs.
Track distributions by beneficiary, income allocated, principal distributions, and full distribution history. Know exactly what each beneficiary is owed.
Flag unreconciled accounts, missing statements, undocumented transactions, and incomplete beneficiary info before you finalize the accounting.
Whether you're an attorney, accountant, or individual handling a family estate, TrustAccountingPro was designed for you.
Handle estate administration, trust setup, and court accountings with confidence.
Prepare fiduciary accountings and audit packages for your clients efficiently.
Manage trust assets, track distributions, and produce required accountings.
Navigate estate administration without needing an accounting degree.
Start your free trial today. No credit card required.
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