Features
Generate compliant accountings for every state with ease — formatted exactly the way courts expect them.
Every state has its own rules for how a formal accounting must be presented — what schedules are required, how principal and income are separated, what goes in the summary. TrustAccountingPro knows the format your court expects and produces it correctly, without you having to manually rebuild a spreadsheet each time.
Whether your state follows the Uniform Principal and Income Act, the Uniform Fiduciary Income and Principal Act, or its own local rules, the platform tracks transactions in a way that supports compliant reporting across jurisdictions. New Jersey, New York, California, Florida, and dozens of other states are supported.
Generate a complete formal accounting suitable for court filing, or a clear informal accounting you can share directly with beneficiaries. Both outputs pull from the same underlying records — no double entry, no reconciliation headaches.
Principal receipts, income receipts, disbursements, distributions, and gains and losses on sales all flow into the correct schedule as you enter transactions. By the time you need the accounting, the schedules are already complete.
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