Estate accounting and fiduciary recordkeeping
Estate accounting software for cleaner probate records
LegatePro helps accountants and estate professionals track estate money, supporting documents, reimbursements, distributions, property activity, and audit history in one organized estate workspace.
A structured recordkeeping layer for estate money
Use LegatePro to keep probate expenses, receipts, reimbursements, income, distributions, rent, utilities, and property-related activity connected to the estate record.
- Track estate income, expenses, reimbursements, and distributions
- Attach documents and supporting context to estate activity
- Maintain cleaner records for attorney review and beneficiary questions
- Create a more consistent estate accounting trail over time
Built for the details that make estate accounting difficult
Receipts and explanations get separated
Estate expenses often come with scattered notes, missing receipts, partial explanations, and unclear categories. LegatePro keeps supporting context closer to the transaction history.
Property activity complicates the ledger
Rent, repairs, utilities, maintenance, taxes, and insurance can create a messy record. LegatePro helps track estate property activity alongside estate accounting.
Beneficiary questions require defensible detail
Clean records make it easier to explain what happened, why money moved, and what support exists for the estate activity.
Estate money tracking
Track expenses, reimbursements, income, rent payments, utilities, and distributions in a structured estate workspace.
Document-backed records
Keep receipts, invoices, court documents, property records, and supporting documentation connected to the estate administration process.
Reports and export snapshots
Use export history and snapshot summaries to preserve what was reported, when it was generated, and what records supported it.
Why professionals choose LegatePro
Related professional solutions
Probate Attorneys
LegatePro gives probate attorneys and their teams a structured workspace for estate tasks, records, documents, accounting visibility, beneficiary updates, audit trails, and cleaner reporting across multiple matters.
Professional Fiduciaries
LegatePro helps professional fiduciaries manage probate tasks, estate records, documents, accounting activity, beneficiary communication, audit trails, and reporting across fiduciary matters.
Bring estate accounting records into one organized workspace
Use LegatePro to reduce spreadsheet chaos and maintain clearer estate records from intake through final reporting.