📊 Manage Client Funds with an Organized Trust Account Ledger in Excel Spreadsheet.
This Trust Account Excel Spreadsheet is an editable financial tracking template designed to help attorneys, law firms, legal professionals, and other trust account managers organize client funds, record financial transactions, and monitor account balances in one convenient workbook.
Who this is for:
Family members serving as trustee or executor for the first time.
Professional trustees, accountants, and estate administrators managing accounts for clients.
Guardians handling a minor's or dependent's trust.
Anyone who needs a clean, reviewable record of trust or estate transactions.
There is also an extensiveinstructionsmanual containing how to use this Excel Trust Account Register Tracker as well as additional tips on how to save and make more money.
Features:
Digital: This is an Excel file. No physical product will be sent.
Microsoft Excel: This product has been designed for use in Microsoft Excel. The formatting might appear differently depending on the Microsoft Excel version you use. If you use it in Google Sheets, the product might not look or function in the same way.
Want a clearer picture of your trust account activity? Upgrade to the full Trust Account Register to get monthly summaries and charts, plus an annual summary and chart. Track transactions throughout the year and see the bigger picture without compiling each summary yourself.
Other Important information:
How to Download: Once payment is complete, the digital file(s) will be available for download and an email will be sent to you. If there are any issues, here's an article about how to download digital items.
Support: If you need help with this product or have inquiries, contact us. We will respond as quickly as we can.
Access: This one-time fee provides you with lifetime access to this product. There are no recurring fees.
Final Sale: All sales are final. Due to the type of product, these digital products are non-refundable.
Copyright: Products are copyrighted. These products are meant for personal and not commercial use. Please do not copy, share, redistribute or resell these spreadsheets.
We take pride in creating simple, but comprehensive products at an affordable price. If you need something custom made, feel free to reach out. We are always trying to improve our products so any recommendations or thoughts are greatly appreciated.
I want you to be happy doing business with me so any questions are welcome.
Thanks for stopping by! Your support is appreciated. Jacqueline
