Court Ledger reads your brokerage statements and automatically generates court-ready Schedules A through F — formatted for California Probate Court from day one. Export to Excel or CSV for a final review before filing.
Built specifically for California trust and conservatorship accountings — not a generic spreadsheet tool.
Upload any brokerage statement — Schwab, Fidelity, Vanguard — and Court Ledger extracts every transaction automatically using AI.
Edit, add, or delete any extracted row before a single cell is written. Export to Excel or CSV for a final manual review — you stay in control.
Schedules A, B, C, D, F1, and F2 — plus a summary of account — generated automatically with proper page breaks and print headers.
Upload check images alongside your statements. Court Ledger reads the payee, amount, and date from each check and logs them as disbursements — no manual entry required.
You control your own API key and costs. Court Ledger never sees or stores your client documents.
Export to a fully-formatted .xlsx or .csv for manual edits and verification, or generate a court-ready PDF in one click using your installed Excel.
Select one or more brokerage PDFs and choose the page range to process. Multiple accounts, one run.
Court Ledger scans your pages — including check images for disbursements — and automatically extracts every purchase, sale, dividend, interest payment, and check disbursement.
An editable table lets you verify, add, or fix any row. Then export to Excel or CSV for a final manual check before anything is filed.
One click generates your fully-formatted Excel workbook with all schedules, ready to print and attach to the accounting.
See what trust and conservatorship firms are saying about Court Ledger.
"What used to take my paralegal a full day now takes about 45 minutes. The CSV export makes it easy to do a final sanity check before we file. I don't know how we lived without this."
"The schedules come out perfectly formatted — headers on every page, correct margins, everything. Our paralegals used to dread conservatorship accountings. Now they're done before lunch."
"I was skeptical about AI extracting Schwab statements accurately, but it nailed every transaction. I still export to Excel to double-check — takes five minutes — and it's always spot on."
"We handle about 30 conservatorship accountings a year. Court Ledger paid for itself after the very first one. The Excel and CSV export options are great — our team can review line-by-line before we sign off."
"Setup was maybe 20 minutes. The bring-your-own-API-key approach means client data never leaves our control, which our compliance team appreciated. Highly recommend to any California probate practice."
"Solid product. The automatic schedule generation is excellent and saves us hours. I'd love a few more CSV formatting options, but the team is responsive and it keeps getting better."
One accounting's worth of saved paralegal time pays for months of Court Ledger.
For solo attorneys and small firms doing trust and conservatorship accountings.
For firms where multiple paralegals and attorneys prepare accountings.
Join trust and conservatorship attorneys across California who file faster with Court Ledger.
Start your free 30-day trial