Court accountings,
drafted from
the statements.
Court Ledger reads brokerage statements and automatically generates draft schedules for California trust, probate, and conservatorship accountings, built for professional fiduciaries, CPAs, paralegals, and attorneys alike. Everything exports to Excel, CSV, or another common spreadsheet format for your review before filing.
We process statements from over
10,000+ financial institutions.
Court Ledger reads the PDF your client already has. There is no bank login, no account to connect and no integration list to check your institution against – so every bank, credit union and brokerage that issues a statement is covered, including scanned and photographed pages.
The institutions above have rules written for their particular statement layouts. Every other institution is read by the same engine, which is built to handle a statement it has never seen before.
On average, here's what switching to Court Ledger looks like
The transcription is done for you. You review and file.
You still bill for the review and the judgement. What comes off the invoice is the transcription - the part a client never wanted to pay for.
Receipts, gains, disbursements, losses, property on hand, purchases and sales. Manual review is still required before filing.
Every statement period is checked against the totals the statement itself prints. A month that does not balance is re-read, and anything still out is listed for you rather than buried.
Cut the manual entry and your team can take on more matters each month without hiring more help.
Transcription at billable rates runs $1,200–2,400 a matter. Handing that back is a discount you can offer without touching your rate - and the hours it frees are hours for another matter.
Everything you need.
Nothing you don't.
Built specifically for professional fiduciaries, CPAs, paralegals, and attorneys who prepare California trust, probate, and conservatorship accountings, not a generic spreadsheet tool.
PDF extraction
Upload any account statement (checking, savings, brokerage) and Court Ledger reads every transaction automatically, no manual data entry required.
No manual re-entry
Extracted transactions are written directly into your spreadsheet (Excel, CSV, or another common format), so you can review, add, or correct rows using tools you already know, before anything is filed.
Every court schedule
Receipts, gains on sales, disbursements, losses on sales, purchases, sales, and the change in assets, plus a summary of account, generated automatically as a draft with proper page breaks and print headers, ready for your review.
Check scanning for disbursements
Upload checks, invoices or even an expense list alongside your statements. Court Ledger reads the payee, amount, and date from each check and logs them as disbursements, with no manual entry required.
Your documents stay yours
Client statements are used to produce your accounting and then deleted, every time. Nothing is retained by default, nothing is used to train AI models, and extraction runs on Amazon Bedrock, which under AWS's terms does not store your document content after a request completes.
Optional forensic report
A separate document, never part of the filing: what the estate is spent on, how it is being managed, and the transactions most likely to be questioned – cash withdrawals, checks naming no payee, fees that drift. It cites the rows behind every item and accuses no one. Word, PDF, HTML, Markdown or text.
Excel, CSV & more
Export to a .xlsx, .csv, or other common spreadsheet format for manual edits and verification. Once you've confirmed the numbers, print a PDF using your installed Excel.
Page-based processing, no surprises
Classification is free. Every page is scanned first to see whether it holds transaction data, and you are billed only for the ones that do - usually a third to half of what you upload. Allowances reset each cycle and do not roll over; going over costs a small per-page rate rather than cutting you off.
Built for privileged
client material.
You are handing us conservatee bank statements, medical payees, and beneficiary names. We treat that as what it is: confidential client information you have a professional duty to protect. Here is exactly how it is handled.
Deleted after every run
Your statements are deleted the moment a run ends, successfully or not. The PDFs are never written to our database, so they never appear in a backup. The finished workbook is stored – that is how you download it – and with retention off it is deleted within an hour of your first download.
Nothing kept by default
Retention is off unless you turn it on. With it off, no run logs are written and your workbook is deleted within an hour of your first download.
Zero retention on the AI side
Amazon Bedrock keeps nothing after a request completes and trains on nothing. We also keep its optional request logging switched off - and our software refuses to start if it cannot verify that. No consumer AI tool is involved.
Encrypted end to end
Every upload, download and API call travels over TLS 1.2+, the same industry-standard encryption banks use. At rest, our database and its backups are encrypted with AES-256.
On attorney-client privilege
We want to be straight with you rather than sell you a slogan. Reading a statement requires a machine to see it, so during a run your documents pass through our infrastructure and Amazon Bedrock's. What we can commit to is this: that exposure lasts only as long as the run, nothing is retained afterward on either side, no human at Court Ledger reads your documents in the ordinary course of business, and nothing is used to train a model. If your firm needs a data processing agreement or a written description of the data flow for a client or a court, email us and we will provide one.
Four other ways to do this.
None of them finish the job.
Each one can read a statement or produce a schedule. One does both, checks itself against what the statement says, and was built for California and nothing else.
Scroll sideways to compare →
| ChatGPT consumer |
Estate software Estateably, TEdec, GEMS |
By hand fiduciary accountant |
CounselPro | Court Ledger | |
|---|---|---|---|---|---|
| Built for | Everything | Estate administration | Whatever you bring | Forensic estate analysis | California GC-400 and GC-405 accountings, and nothing else |
| Knows California | Nono jurisdiction at all | Partlyspread across US and Canadian jurisdictions | Yesif your preparer does | Nono state-specific forms | Only Californiaall eleven C-schedules, categories routed to the form's own boundaries, Probate Code 1060-1064 |
| Reads scanned statements | Yes | Nobank downloads and typing | Yesa person reads them | Yesnot brokerage or investment accounts though | Yes |
| Court schedules out | No | Yes | Yes | Noforensic report instead | Yesfiling-ready Excel |
| Checks its own work | No | Noyou reconcile it | Yes | Yesupper plans only | Yesevery period |
| Documents deleted after processing | Nohistory kept, may train on it | Nostored in the platform | Noin someone else's office | Notheir terms describe Customer Data as stored and processed; no deletion commitment is published | Yesnever stored |
| AI provider keeps nothing | No | No AI involved | No AI involved | Training onlyfour AI subprocessors, barred from training on your data; retention not addressed | Zero retentionnothing kept after the request, verified at startup |
| AI subprocessors | 1OpenAI | None | None | 4Anthropic, Google, Cohere, DeepInfra | 1Amazon Bedrock |
| Price | $20/moand still no schedule | Quote onlynot published | $75-$150/hrbilled by the hour | $100-$500/mobilled yearly, then 20-80¢ a brokerage page. One matter alone, $499. | $50/mo + 6¢/pageno annual commitment |
Competitor pricing and subprocessor lists as published on counselpro.ai (including counselpro.ai/subprocessors) and openai.com, checked September 2026 - verify before relying on it. CounselPro's Terms of Service refer to "Customer Data stored and processed for a Customer", and no deletion commitment appears in their terms, privacy policy or pricing page. Their commitment for the four AI subprocessors is that each is barred from training on your data - training and retention are different promises, which is what "training only" reflects. Estateably, TEdec and GEMS do not publish rates. "Not stated" means their material does not address the question; it is not a claim that they keep your documents. Court Ledger pricing is provisional.
What the run
actually looks like.
Four screens, in order. You approve the cost before anything is billed, answer only what the statements do not say, and get a workbook whose figures are live formulas.
Drop in the statements. All of them.
A whole accounting at once, across every account. Mixed institutions, mixed formats, scanned or native. Court Ledger sorts them into accounts and statement periods on its own, reading the period off each page rather than trusting the filename.
You see the bill before it is spent.
Every page is classified for free first. Only the pages that actually carry transactions are billable, and the run pauses to show you exactly how many before a single one is read. Cancel here and it costs nothing.
Nothing has been billed yet. Cancelling now costs nothing.
It asks you only what it cannot know.
A statement that prints ACH DEBIT 1,842.00 twenty-four times never says who it was for. You do, at a glance. Court Ledger groups those recurring anonymous rows and asks once per group, not once per row – so one answer files two years of payments.
Answer once and every matching row is named and filed. Anything you skip is left exactly as the statement had it.
Every month checked against the statement that printed it.
Each period is tested against the bank’s own totals, and each statement against the one before it – which is how a missing month is found. A period that does not balance is read a second time automatically, and anything still out is listed by name rather than buried.
Small enough that this is almost certainly a cost basis adjustment that was never recorded. 23 of 24 periods matched on the first reading.
Two pages on where the money actually went.
Tick one box before the run and you also get a separate document that reads the accounting rather than adding it up: what the estate is, what it is spent on, how it is being managed, and the transactions an examiner or an objecting party is most likely to ask about. It is a working paper, not part of the filing, and it downloads on its own so handing it to anyone is your decision.
“Bright Water Senior Living received $154,220.00 across 24 payments, 67 cents of every dollar disbursed. This is a residential care conservatorship, and the shape of the accounting follows from that single fact.”
One plan, or talk to us.
Classification is free. You are billed only for pages that hold transaction data - usually a third to half of what you upload.
Solo
For a solo practitioner - attorney, professional fiduciary, CPA or paralegal - preparing trust, probate and conservatorship accountings.
Firm
For offices where several preparers handle accountings, sharing one page allowance across the team.
Common questions.
Everything fiduciaries, CPAs, paralegals, and attorneys ask before switching to Court Ledger.
Ready to draft your first accounting?
Join professional fiduciaries, CPAs, paralegals, and attorneys across California who file faster with Court Ledger.
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