Document-backed accounting
Keep receipts, invoices, and supporting documentation connected to estate financial activity.
Estate accounting software
Estate accounting software for executors and professionals
LegatePro gives estate representatives and professionals a cleaner way to track estate money, supporting documents, reimbursements, income, property activity, distributions, beneficiary context, and reports.
Accounting challenge
Estate accounting becomes difficult when context is missing
Estate records need more than a spreadsheet total. Executors and professionals need to know what money moved, why it moved, what document supports it, and how it affects beneficiaries and final reporting.
- Transactions need notes, receipts, documents, and categories
- Property costs can span utilities, rent, repairs, taxes, and insurance
- Beneficiaries may ask for explanations before final reporting
- Professionals need cleaner records for review and handoff
Workflow
Estate accounting connected to the full administration record
LegatePro connects estate accounting with documents, tasks, contacts, property records, beneficiaries, timeline activity, and reporting so the financial record is easier to explain.
1
Organize income and expenses
Track estate income, expenses, reimbursements, rent, utilities, property costs, professional fees, and other money movement.
2
Connect documents and context
Attach receipts, invoices, court documents, notes, contacts, and property details to the estate record.
3
Support beneficiaries and reports
Use structured records, distribution tracking, audit trails, and export snapshots to support review and communication.
Accounting and reporting capabilities
- Estate income tracking
- Expense categories
- Property activity
- Document support
- Reporting snapshots
Workspace coverage
Keep the supporting estate record connected
Organize financial activity alongside the documents, property, beneficiaries, and reporting context that explain it.
Property-level financial tracking
Track estate property activity including rent, repairs, utilities, maintenance, taxes, and insurance.
Reports and audit history
Preserve audit trails, export snapshots, and structured summaries for attorney, fiduciary, and beneficiary review.
Related resources
Probate Accounting
Explore probate-specific accounting workflows for executors and Personal Representatives.
Learn more →Probate Expense Tracking
Track expenses, reimbursements, receipts, and supporting notes across the estate.
Learn more →Estate Reporting
Build reports from structured estate records, documents, accounting, and audit history.
Learn more →Estate Distributions
LegatePro helps executors, fiduciaries, attorneys, and professionals track beneficiary distribution status, notes, scheduled dates, paid dates, supporting accounting context, and reporting history.
Learn more →Executor Accounting
LegatePro helps executors and Personal Representatives organize estate money, receipts, reimbursements, distributions, beneficiary questions, audit history, and reporting without relying on scattered spreadsheets.
Learn more →Keep estate accounting records cleaner from the start
Use LegatePro to track estate money, documents, property activity, distributions, and reports in one place.