Estate Metrics

Final packet

This is the clean report you show other people.

Instead of building a report at the last minute, Estate Metrics keeps the list, proof, and summary together from day one.

Start the workflowReview a sample packet
Why people care

Most people are not shopping for software. They are trying to hand over a clean story.

The Estate Packet shows that end result in a way people can understand fast.

Estate summary
A top-level snapshot of inflow, outflow, distributions, and net position so reviewers are oriented before diving into transaction detail.
Transaction ledger
A complete ledger with category context, attachment counts, and dates that can span large estates without collapsing into spreadsheet chaos.
Audit and evidence context
Supporting documents and audit history stay close to the record instead of living in a separate email chain or folder tree.

Connected pages

If you land on another page first, these links bring you back to the final goal.

Estate Packet sampleProbate accounting exampleDistribution tracking guideEstate Metrics vs spreadsheets