EstateLedger · by FixMyFile

The estate account the probate court will actually accept — because it balances

Executors must file an accounting where everything that came into your hands (inventory, receipts, gains) equals to the penny everything that went out or remains (expenses, distributions, assets on hand). EstateLedger keeps both sides in front of you, tells you the moment they diverge — and what kind of entry is probably missing. Free to build and check; $12 once to export the schedules. Nothing leaves your device.

Charges (in)$0.00 Credits (out + held)$0.00

Add entries to see whether your account balances.

Your account is empty. Start with the schedule you know: the inventory total from your court filing, or the funeral bill you paid week one. Everything autosaves in this browser, and the “Save progress file” button gives you a copy that can’t be lost.

One-time $12 via Stripe. You get the full account as .xlsx and .csv — every schedule, subtotals, and the charges/credits summary. The balance check itself is free, always.

Why this exists

Most executors are doing this for the first time, grieving, and unpaid. The court hands them a form and a demand: account for every cent between the inventory they filed and the assets they now hold. The standard tool is a blank spreadsheet, and the standard experience is a rejected account that's out of balance by some maddening amount at 1am. EstateLedger is the running ledger version: entries go in as they happen, both sides stay visible, and the difference is diagnosed — not just displayed.

Honest by design: the full account, every schedule and subtotal, and the balance verdict are visible free before any payment. The $12 buys the export files, not access to your own numbers.

How the account is structured

EstateLedger uses the charges-and-credits structure that US probate courts and commissioners of accounts expect: charges are the inventory you started with plus receipts and gains on sales; credits are disbursements, losses on sales, distributions to beneficiaries, and assets still on hand. The two sides must be equal. The export lays each schedule out separately with subtotals, ready to transcribe onto your jurisdiction's form or attach as the supporting schedule.

Tips that save executors pain

Open a dedicated estate bank account and run everything through it — your bank statements then reconcile line-for-line against this ledger.
Enter transactions the week they happen, not the month the account is due. The 1am scramble is a choice you can decline early.
When you're out of balance, check the usual suspects in order: an asset sold but sale proceeds never entered as a receipt; a distribution made but not recorded; interest the bank credited that you never wrote down.
Executor commissions are usually claimable but jurisdiction-capped — check your local rules or ask the clerk before entering yours.
Keep every receipt. Courts rarely ask for all of them, but they can ask for any of them.

Your privacy

An estate's finances are nobody's business but the estate's. EstateLedger runs entirely in your browser — once the page loads you can turn off Wi-Fi and it keeps working. Nothing is uploaded, ever. Only the payment itself talks to Stripe.

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