For individual fiduciaries
Prepare the fiduciary accounting without starting from a spreadsheet.
If you're an executor, administrator, trustee, guardian, or conservator, you're responsible for accounting for someone else's money. You don't need to build the accounting from scratch — ProbateBee guides you through the records, the issues, the reconciliation, and the output your court expects, and brings in professional help when you want it.
From your records to a finished accounting.
Work through it step by step. ProbateBee handles the structure and, at each stage, tells you in plain language what needs you next.
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1
Upload the records
Bank and brokerage statements, checks, receipts, and the opening inventory of assets.
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2
ProbateBee organizes the activity
Transactions are extracted and sorted into categories, assets, and transfers — no manual entry.
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3
Work through what needs your attention
Clear, plain-language questions, missing documents, and exceptions — one place, in order.
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4
Reconcile the accounting
See exactly what ties to the statements and what doesn't, with clear next steps.
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5
Generate the reports
Jurisdiction-ready accounting output, formatted the way the court expects.
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6
Get help if you need it
Use AI assistance as you go, or request Expert Review when something becomes confusing.
Know whether the accounting actually balances.
The hardest part of a fiduciary accounting is being sure it's right. ProbateBee checks the numbers against the statements and shows you, in plain language, what still needs resolving.
- Whether each account matches its statements
- Activity that appears to be missing
- Transfers that don't yet have an explanation
- Issues to resolve before you file
Do it yourself — until you don't want to.
Work through the matter with software and AI assistance, and when something becomes confusing, request review from a ProbateBee fiduciary-accounting professional — without leaving your matter or starting over somewhere else.