Create your first estate to start tracking assets, receipts, and the final account. Everything stays in this browser.
Basic facts the court will need on every page of your account.
Figures below follow the GC-405 field order (conservatorship/guardianship accounting). Transfer them to the official fillable form at courts.ca.gov, or hand the worksheet to your attorney. For a decedent estate in California, the Account tab (Carry basis) already matches the charge-and-discharge format the court expects.
List every asset the estate controls, at its date-of-death value — that date is the valuation standard courts expect. Assets that pass outside probate (life insurance with a named beneficiary, TOD accounts) are tracked separately.
| Asset | Class | DOD value | In probate? |
|---|
No assets yet. Start with bank accounts, the home, vehicles — anything the estate controls.
Every movement of estate money in one place. Write descriptions the court can understand — "County filing fee for appointment petition", not "check".
| Date | Description | Type | Amount |
|---|
No transactions yet. Record movements as they happen — interest, payments, sales, distributions.
The charge-and-discharge statement the court expects — assembled automatically from your assets and ledger.
No estate selected. Create an estate in Setup first.
The undersigned executor states that the foregoing is a true and correct account of all estate property received and disbursed during the accounting period.
| Date | Description | Account | Amount |
|---|
| Date | Payee / Purpose | Account | Amount |
|---|
| Date | Beneficiary | Amount |
|---|
| Date | Asset | DOD value | Net proceeds | Gain/Loss |
|---|
This statement is an organizing record built from the entries you recorded. Confirm your court's required format before filing — some courts mandate their own forms. Not legal advice.
Your records live in this browser only — make backups a habit. A backup file can be restored on any device.
Full data: all estates, assets, transactions, sales. Restore replaces everything in this browser.
The court-format report as a spreadsheet for your attorney or accountant.
The printable version is in the Account tab → Print.
Raw inventory and ledger tables for quick review.
Reminder: every week, or after any batch of changes, download the backup. Nothing is stored on any server — cleared browser data erases the ledger.
The estate record (setup, assets, ledger) will be permanently removed from this browser. Download a backup first if you need the data.
Your records stay the same; only the report presentation changes.
Parses in your browser — the file never leaves your device. Only Money in / Money out entries are created.