Trust Administration Accounting Spreadsheet

What’s Included:

✔ Schedule A – Beginning Assets – List all assets on hand at the start of the accounting period with automatic total calculations.
✔ Schedule B – Ending Assets – Track remaining assets and net values with real-time updates.
✔ Schedule C – Income & Sales – Record income, real property sales, and deductions, with formulas calculating net proceeds.
✔ Schedule D – Distributions & Expenses – Log trustee fees, reimbursements, and beneficiary distributions with auto-updating totals.
✔ Automated Calculations – Dynamic formulas ensure that totals update instantly as values are entered.
✔ Fully Customizable Format – Available in Excel format, allowing easy modifications to fit your specific trust administration needs.

Why You Need This Spreadsheet:

✅ Save Time & Reduce Errors – Auto-calculating formulas eliminate manual math mistakes.
✅ Ensure Compliance – Helps trustees maintain accurate records for beneficiary reporting and court filings.
✅ Streamline Trust Administration – Provides a structured and professional format for trust accounting.
✅ Attorney-Approved Layout – Designed with legal professionals in mind to meet fiduciary record-keeping standards.

📥 Instant Download – Fully Editable & Ready to Use
Simplify trust financial management—Download your Trust Accounting Spreadsheet today!