What trust administration actually costs without software
These aren't edge cases. They're the default experience for every successor trustee managing a trust with spreadsheets and email.
0 hrs
Average hours spent on a single court accounting
0.2/yr
Court deadlines missed per trust on average
0%
Of beneficiary disputes stem from poor documentation
Avg. $1,800 in penalties
Auto-calendared + alerts
Manual spreadsheet reconciliation
Auto-generated from ledger
Missing notice documentation
Full audit trail + certified log
Post-it notes, email threads
Status board with deed uploads
CPA billed separately
1041 prep + K-1 distribution
No legal record
Every notice timestamped
Four workflows that define fiduciary duty
Explore how each critical workflow transforms from manual chaos to managed precision.
Court Accounting Preparation
From 62 hours of spreadsheet reconciliation to a court-ready PDF in under 4 hours
93%
reduction in accounting prep time
| Task | Status |
|---|---|
| Locate all bank statements | Manual search |
| Reconcile 12 months of transactions | Spreadsheet |
| Calculate income vs. principal | Error-prone |
| Format for court submission | Attorney review needed |
| File with probate court | Missed deadline risk |
| Task | Status | Auto-Generated |
|---|---|---|
| Transaction import | Complete | Bank API sync |
| Income/principal split | Complete | Rule-based auto-calc |
| Court format PDF | Ready | Jurisdiction template |
| Filing deadline | Calendared | Automated reminder |
| Beneficiary copy sent | Logged | Certified mail record |
Sample trust pre-loaded with your workflow selections · No credit card required
From overwhelmed to in control
Successor trustees, estate attorneys, and family offices who traded spreadsheet anxiety for dashboard clarity.
"My father passed in October. By November I was staring at a filing cabinet with forty years of financial records and a court accounting deadline in March. Fiduciary gave me a place to put everything — and told me what I was missing before the attorney had to."
Rebecca Hartmann
Successor Trustee · Hartmann Family Trust, Columbus OH
47 hrs
saved on first accounting
"We were managing 34 open trust matters in spreadsheets. The moment a filing deadline moved, we'd find out from the court — not our calendar. Fiduciary's deadline engine alone justified the annual fee in the first month."
Marcus Delgado
Estate & Trust Attorney
34 matters
migrated from spreadsheets
"One missed GSTT election on a generation-skipping trust cost a client family $380,000 in 2019. We now run every new trust through Fiduciary's tax election checklist before the 90-day window closes. It's non-negotiable."
Priya Nair
Senior Wealth Advisor
$380K
tax exposure now prevented
Used by estate attorneys at firms including