Estate expense tracking
Track probate expenses, reimbursements, vendors, categories, notes, and supporting documentation in one estate workspace.
Probate accounting software
Probate accounting software for cleaner estate records
LegatePro helps executors and probate professionals track estate money, expenses, reimbursements, income, distributions, receipts, property activity, audit trails, and reporting from one organized estate workspace.
Accounting challenge
Probate accounting gets risky when records are scattered
Estate accounting often involves receipts, reimbursements, property costs, distributions, creditor activity, attorney requests, and beneficiary questions. LegatePro helps keep those records connected to the estate instead of spread across spreadsheets, emails, and folders.
- Expenses and receipts become hard to match later
- Reimbursements need supporting context and clear approval history
- Beneficiary questions require defensible accounting detail
- Final reports are harder when transactions are tracked inconsistently
Workflow
A structured probate accounting workflow
Use LegatePro to organize estate money movement from intake through final reporting, with each transaction tied to the estate record and supporting context.
1
Capture estate money activity
Track expenses, income, reimbursements, rent payments, utilities, professional fees, and distributions as the estate progresses.
2
Attach supporting records
Keep receipts, invoices, notes, documents, vendors, properties, and beneficiary context close to the accounting activity.
3
Prepare cleaner review-ready reports
Use audit trails, export snapshots, and reporting views to support attorney review, beneficiary updates, and court-facing workflows.
Accounting and reporting capabilities
- Expense tracking
- Income records
- Receipt organization
- Distribution tracking
- Audit trails and exports
Workspace coverage
Keep the supporting estate record connected
Organize financial activity alongside the documents, property, beneficiaries, and reporting context that explain it.
Income and property activity
Organize rent payments, property costs, maintenance, utilities, taxes, insurance, and other estate property activity.
Distribution and reporting support
Track distribution status and preserve cleaner accounting records for attorneys, fiduciaries, beneficiaries, and court-ready reports.
Related resources
Estate Accounting
See how LegatePro supports estate accounting records across income, expenses, documents, and reports.
Learn more →Court-Ready Reports
Turn organized accounting activity into stronger probate reports and export snapshots.
Learn more →Estate Accountants
Explore workflows for accountants helping families and professionals manage estate records.
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 →Bring probate accounting into one organized workspace
Start with one estate and keep expenses, income, documents, distributions, and reports connected from day one.