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EstateLedger

EstateLedger

Estate accounting from bank statements, to the penny

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Windows desktop software for executors. Import the estate's bank-statement CSVs, reconcile every account to its date-of-death balance, review what the rules flag (subscriptions still billing the deceased, Social Security paid after death, unmatched withdrawals), and export a nine-sheet accounting workbook where every row cites its source statement line. Runs on your own computer: no account, no upload. Free to import, reconcile and review; $59 once per estate to export.

EstateLedger makers

Here are the founders, developers, designers and product people who worked on EstateLedger