TrustLedger Pro License Key

Track principal vs income. Prove where every dollar went. Print a clean accounting.

You were just named successor trustee of a family trust, and now you have to keep books that satisfy siblings, beneficiaries, or a probate court. The honest current answer for most family trustees is a downloaded Excel template with no allocation logic, or a QuickBooks file that was never built for fiduciary accounting.

The dedicated software that exists (TrustBooks, Estateably, GuardianFAS) is priced and built for law firms running dozens of trust files at once: $49-$249 a month, or $99-$198 per file. A family member handling one trust for a year or two does not need practice-management software.

What TrustLedger does:

• Classifies every receipt and disbursement as principal or income using the default Uniform Principal and Income Act (UPIA) rules used in most states, fully overridable per transaction
• Reconciles both pools to the penny, opening balance plus receipts minus disbursements minus distributions, cross-checked against your entered asset totals
• Flags a mid-period cash shortfall even when the period nets out fine overall
• Tracks per-beneficiary distributions, per period and cumulative across the whole administration
• Carries balances and the asset register forward automatically into the next accounting period
• Imports a bank or brokerage CSV with automatic column detection and category guessing (Pro)
• Prints a formatted Schedule A through G accounting report ready to hand to beneficiaries or a court

Who it is for: the family member (usually an adult child) serving as successor trustee of a parent's trust, who needs the math done correctly without hiring a bookkeeper or subscribing to law-firm software.

Format and delivery: works entirely in your browser, nothing uploaded, no account. This listing delivers a text file with your Pro license key and activation steps. Free tier covers one trust, one accounting period, and 40 transactions with the full reconciliation engine and printable report. This $39 one-time key unlocks unlimited transactions, unlimited multi-year periods, CSV import, CSV export, and vault backup, forever, no subscription.

Live app: android-tipster.github.io/trustledger