Estate Bookkeeping

Estate bookkeeping involves recording, organizing, and reporting all financial activity related to an estate or trust. This includes tracking income, paying expenses, documenting distributions to beneficiaries, and preparing reports for attorneys, courts, and tax professionals.

Executors and trustees are legally responsible for accurately managing and reporting all financial aspects of an estate. A bookkeeper ensures everything is recorded properly, organized for tax and legal purposes, and compliant with probate and fiduciary guidelines—while saving you time, stress, and risk.

Estate bookkeeping focuses specifically on the financial management of an estate or trust. Unlike general bookkeeping, it involves court accounting requirements, estate tax considerations, and fiduciary standards. It's specialized work with legal and emotional complexity.

Yes. We prepare detailed financial reports that meet the requirements of probate court and support legal professionals in filing and documenting estate transactions accurately.

Absolutely. Whether you're just getting started or already deep into the estate process, we can step in, organize records, and bring everything up to date.