Estate Accounting Built for Professionals
The modern cloud platform for probate and trust accounting. Manage unlimited matters, track transactions with precision, and generate court-ready reports—all in one place.
Trusted by attorneys and fiduciaries managing thousands of estates
The 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Outdated Desktop Software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.
Unlimited Matters
One flat subscription covers your entire practice. No per-matter fees, no surprises.
Cloud-Native Platform
Access your data anywhere. Real-time sync, automatic backups, zero maintenance.
AI-Assisted Entry
Coming soon: Auto-process bank statements with intelligent transaction categorization.
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 unlimited probate and trust matters
- Track decedent information, case numbers, and court details
- Matter lifecycle: Active, Pending, Closed, Archived
- Quick search and filter across all matters
Account Tracking
- Asset accounts: bank, brokerage, real estate, vehicles
- Income/expense categories with hierarchical structure
- 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
- Bulk import from bank statements (coming soon)
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 Streamline Your Estate Accounting?
Join attorneys and fiduciaries who trust Estate Bookkeeper to manage their probate and trust matters with precision and ease.
No credit card required. 14-day free trial on all plans.
40+
Concurrent matters managed
100%
Court-ready report accuracy
10x
Faster than spreadsheets