Built for fiduciary professionals
Whether you're an attorney preparing a court accounting, a CPA filing Form 1041s, a professional trustee managing a portfolio of trusts, or an executor handling one estate — Trust Accounting Pro was designed with your work in mind.
Attorneys
Trust accounting is a core professional responsibility for estate and probate attorneys — and courts hold you to it. Managing principal and income receipts, fiduciary expenses, investment activity, and beneficiary distributions requires meticulous records that can withstand scrutiny from beneficiaries, co-fiduciaries, and the court alike.
TrustAccountingPro is built around the fiduciary accounting standards courts expect, not a generic ledger retrofitted for trust work. The platform organizes every transaction under the correct principal or income category, maintains supporting schedules for each accounting section, and generates formatted accountings attorneys need for formal and informal settlement.
Whether you handle one estate per year or manage a steady caseload of probate and trust administrations, you'll spend less time rebuilding records and more time serving clients and closing matters.
CPAs
CPA practices serving trust and estate clients face a documentation challenge that ordinary tax software doesn't solve. Preparing accurate Form 1041 fiduciary income tax returns requires a complete and properly classified accounting record — not just bank statements and spreadsheets.
TrustAccountingPro creates that record as estate activity happens, tracking income, deductions, principal receipts, expenses, and distributions in a format that directly supports tax preparation. Supporting schedules make it straightforward to trace amounts from the accounting to the return.
For firms that serve multiple fiduciary clients, the platform scales cleanly — each estate stays separate, reporting is consistent, and the audit trail is always current.
Fiduciaries
Professional fiduciaries — corporate trustees, trust companies, bank trust departments, and licensed individual fiduciaries — operate under the most demanding accountability standards in the financial world. Your duty of loyalty, duty of prudence, and obligation to provide accurate beneficiary accountings are legal requirements.
TrustAccountingPro provides the systematic accounting infrastructure that professional fiduciaries need. Principal and income are tracked separately throughout the life of the trust, consistent with the Uniform Principal and Income Act. Every distribution, investment transaction, and fee is documented with the precision beneficiaries and courts expect.
With support for multiple simultaneous trusts and estates, the Practice plan gives your team a shared platform where every matter is organized the same way — making review, reporting, and compliance consistent across your entire book of business.
Executors
Serving as executor of an estate often falls to someone who has never managed a financial administration before. You are personally accountable for cataloging every estate asset, recording every receipt and disbursement, keeping principal and income properly separated, and producing a complete accounting when the estate is settled.
TrustAccountingPro guides executors through the process with a clear, organized system. From the moment you inventory the estate to the day you file the final accounting, every transaction is in one place, properly categorized, and ready to show a beneficiary, an attorney, or a court on demand.
The Individual plan is designed specifically for executors managing a single estate, with straightforward pricing — $29 per month or a flat $149 for 18-month access — and no accounting background required.
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