ProbateBee imports bank and brokerage statements, reconciles the activity, and produces a defensible fiduciary accounting — with every figure traced to the statement it came from.
Built for estate, trust, guardianship, and conservatorship matters.
Trace any figure in the accounting back through the ledger to the statement it came from.
The universal core — the same whether you're a firm or an individual fiduciary. The Firms and Fiduciaries pages go deeper on what each needs.
Prepare the accounting directly in ProbateBee, use AI where it helps, or bring in a fiduciary-accounting professional for review — without leaving the matter.
Use ProbateBee directly to organize financial activity, classify transactions, manage assets and holdings, reconcile accounts, and prepare the fiduciary accounting.
Same matter — you prepare the accounting directly.
Use AI to extract and organize financial activity, suggest treatment, match supporting records, identify transfers, and surface exceptions. You remain the reviewer before anything becomes part of the accounting.
Suggestions and matches stay proposed until you accept them — nothing enters the accounting on its own.
Same matter — AI drafts, you review every item.
Request expert review from within the matter. A ProbateBee fiduciary-accounting professional can review the accounting, investigate exceptions, and return findings through the same workflow.
Same matter — a professional reviews inside your workflow.
One platform, two jobs. Firms standardize fiduciary accounting across a practice; individual fiduciaries prepare a single accounting with as much help as the matter needs.
Accounting firms, law firms, professional fiduciaries, and trust companies — run every matter the same way, with the controls, collaboration, and multi-matter infrastructure a practice needs.
Executors, administrators, trustees, guardians, and conservators — start with the records you already have, let software and AI organize the work, and bring in a professional when the accounting gets difficult.
ProbateBee reads every statement and turns raw transactions into a categorized ledger — receipts, disbursements, transfers, and fees — with each line still linked to the page it came from.
ProbateBee matches ledger activity to each statement’s ending balance and isolates the exceptions — unmatched transfers, duplicates, and uncategorized items — so your time goes to the judgment calls.
Client portal
Send the executor or trustee a question, a document request, or an approval. They answer in a simple portal, and the reply comes back to the matter for your review instead of your inbox.
Bank feeds
Connect the estate's bank accounts, or let the client connect them from the portal for your approval. Balances and transactions sync daily, so work can start before the statement arrives, and every entry made from the feed keeps its source.
Receipts, disbursements, gains, and distributions flow into the court schedules — Summary of Account through property on hand — ready to review and file.
| Date | Description | Amount |
|---|---|---|
| 01/31/2025 | Interest — Wells Fargo Operating | 386.40 |
| 03/31/2025 | Dividend — Schwab Brokerage | 4,182.55 |
| 06/30/2025 | Interest — NFCU Money Market | 512.18 |
| 09/30/2025 | Dividend — Schwab Brokerage | 4,182.55 |
| 12/31/2025 | Interest — Wells Fargo Operating | 402.11 |
| Total receipts of income | 9,665.79 | |
Also in this accounting: Summary of Account · Schedule B: Gains on Sales · Schedule C: Disbursements · Schedule D: Distributions · Property on Hand at Close
ProbateBee applies them as it builds the ledger and the schedules, so the accounting is correct before anyone reviews it.
Finish routine accountings yourself. For the ones that don’t reconcile, send the open items for professional review and get a completed accounting back — in the same system.
Send the transactions, transfers, or positions that don’t reconcile for professional review.
An expert resolves the exceptions and completes the schedules.
The finished accounting comes back in your matter, with source documents attached.
ProbateBee holds account and document data with encryption and per-matter isolation, and keeps a complete history of who changed what — so the accounting withstands scrutiny.
Individual fiduciaries pay by the matter; firms subscribe by team. Every plan includes statement import, the review queue, reconciliation, and jurisdiction-ready export.
Prepare one estate, trust, guardianship, or conservatorship accounting end to end.
Produce accountings across a repeatable, multi-matter workflow.
Migration help, expert capacity, and specialized accounting support.
Open a free workspace and import a statement, or ask for a walkthrough with a fiduciary accountant.
Don’t see yours? Email us — we read every one.
It turns bank and brokerage statements into court-ready fiduciary accountings — ingestion, categorization, reconciliation, and the final schedules — rather than general matter administration.
No. Extraction is the first step. The work is the review, reconciliation of cash and holdings, transfer matching, and keeping every figure traceable to its source page.
Estates, trusts, and conservatorships — document-heavy accountings that have to reconcile and hold up to beneficiary or court review.
No. Routine activity moves through automatically; ProbateBee surfaces the exceptions that need your judgment.
Missing periods, unmatched transfers, and out-of-balance positions are surfaced explicitly, and difficult matters can be sent for professional review.
Yes. Every material figure links to the source document it came from, so beneficiary and court follow-up is fast to answer.