Features
Track transactions, investments, income, and distributions in a ledger built for fiduciary standards — not adapted from one.
The most fundamental rule in fiduciary accounting is the separation of principal and income. TrustAccountingPro enforces this separation at the transaction level. Every receipt, disbursement, and gain is classified correctly from the moment it's entered — so your accounting is always in the right state, not just at report time.
From the opening inventory through the final distribution, every financial event has a place. Cash receipts, asset sales, fiduciary fees, beneficiary distributions, estate taxes — each transaction is recorded once and flows automatically into the accounting schedules and reports that depend on it.
General bookkeeping software wasn't designed for trust and estate work. TrustAccountingPro is built specifically around the Uniform Principal and Income Act and the accounting standards courts and beneficiaries expect. You won't be retrofitting a general ledger — you'll be working in a system that already understands fiduciary accounting.
Attach source documents — bank statements, brokerage confirmations, receipts — directly to transactions. When a beneficiary or co-fiduciary questions a line item, the supporting documentation is right there, linked to the record.
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