Court Ledger reads your brokerage statements and automatically generates court-ready schedules, formatted for California Probate Court from day one. Export to Excel or CSV for a final review before filing.
On average, here's what switching to Court Ledger looks like
What takes a paralegal 8–12 hours of manual data entry is done in minutes.
Paralegal billing runs $75–150/hr. A full accounting at $199/mo is a fraction of that.
Upload your brokerage statements and receive a formatted court accounting in under 15 minutes.
No system is perfect, but neither is manual entry. Our built-in balancing tools make catching and fixing the remaining 5% fast and straightforward.
Cut the manual entry and your team can take on more matters each month without hiring more help.
At average paralegal rates, a single accounting costs $1,200–2,400 in billable hours. Not anymore.
Built specifically for California trust and conservatorship accountings, not a generic spreadsheet tool.
Upload any brokerage statement (Schwab, Fidelity, Vanguard) and Court Ledger reads every transaction automatically, no manual data entry required.
Edit, add, or delete any extracted row before a single cell is written. Export to Excel or CSV for a final manual review, so you stay in control.
All your court schedules, 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, with no manual entry required.
Court Ledger never stores your client documents. Statements are sent to our server for extraction and immediately discarded; we never retain the content of what you process.
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.
Each plan includes a fixed monthly page allowance, split into two cheap steps: a quick classification pass that checks whether a page is worth extracting (just 1/10 of a page), and full extraction for the pages that actually contain transaction data (1 page each). So a typical accounting only burns through 20–80 extraction-equivalent pages (for reference, a single account over a 2-year period usually runs about 40–80), even if the underlying statements run into the hundreds. Allowances reset each billing cycle, unused pages don't roll over, and there are no overage charges.
Select one or more brokerage PDFs and choose the page range to process. Multiple accounts, one run.
Court Ledger scans your transaction 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.
Each plan includes a fixed monthly allowance of extraction pages, with no overages and no surprises. One accounting's worth of saved paralegal time pays for months of Court Ledger.
For solo attorneys handling trust and conservatorship accountings.
For busy practices with a steady volume of accountings each month.
For firms where multiple paralegals and attorneys prepare accountings at scale.
Join trust and conservatorship attorneys across California who file faster with Court Ledger.
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