Feature — Estate Accounts

Estate accounts built automatically as your case progresses.

You record transactions as the administration happens. The platform builds your estate accounts from them — so by the time the estate is wound up, your accounts are ready.

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What the platform produces

Four documents, built as you work.

Estate summary

All assets and liabilities as at the date of death — a complete snapshot of the estate at the opening position.

Administration account

Every receipt and payment during the administration, recorded as it happens and always up to date.

Distribution account

How the residue was divided between beneficiaries, with a clear audit trail of every distribution made.

Final residue calculation

The net residue available for distribution, calculated automatically from the transactions recorded.

What this means for you

You produce clear, accurate estate accounts without building them manually
You have a transparent record ready to share with beneficiaries at any stage
You protect yourself and the executor with a complete financial audit trail
You spend less time on accounts preparation and more time on casework

How it works

Every time you record an asset collected, a debt settled, an expense paid, or a distribution made, the accounts update automatically.

There is no separate accounts preparation step — the accounts build themselves as the case progresses. At any point you can generate a draft showing the current position. At case closure, the final accounts document is ready to export and share.