Estate bookkeeping for executors, trustees, and families in Cresson, Fort Worth, and beyond
Careful, accurate financial records for an estate, during the season when careful and accurate matters most.
Settling an estate is rarely just about the money — it's about closing a chapter for someone's family, often while they're grieving. But it does require the money to be handled correctly: every asset accounted for, every expense documented, every distribution tracked, every record ready if the probate court or the beneficiaries ask to see it.
I support executors, personal representatives, and trustees with the bookkeeping side of estate administration — the part that has to be exact, even when everything else feels uncertain. I bring the same care to an estate's books that I bring to a small business's books, because in both cases, somebody's trusting me to get it right.
What's included in estate bookkeeping
01
Setting up a dedicated estate or trust checking account and bookkeeping file
02
Recording and categorizing all estate transactions – asset sales, expense payments, and income received
03
Reconciling the estate's ban and investment accounts
04
Tracking and documenting distributions to beneficiaries
05
Preparing accountings for the probate court, when required
06
Maintaining the detailed records beneficiaries and attorneys are entitled to review
07
Coordinating with the estate attorney and CPA so everyone is working from the same accurate numbers
08
Preparing a final accouting before the estate closes
Who this is for
Most of my estate bookkeeping clients are executors or personal representatives who've never managed anything like this before and don't want to guess their way through it. I also work directly with trustees managing an ongoing trust, and with families who simply want a second, careful set of eyes on the numbers during probate. If you've been named executor of a loved one's estate and the bookkeeping side feels like one more thing on a very long list, that's exactly where I can help.
