Trust Administration
Administration documents and a reconciled accounting, on one matter.
Post-death trust administration is document-heavy and record-heavy. Statular collects the administration facts, generates the documents, tracks trustee tasks, and keeps a fiduciary accounting ledger that reconciles to a closing account.
8
core administration documents drawn from one shared matter.
1
fiduciary ledger that compiles every accounting schedule.
0
rekeying — settlor, trustee, and asset details flow through.
Fiduciary Accounting
A ledger that adds up to a closing account.
Every receipt and disbursement is recorded against the administration matter. From that ledger, Statular compiles the accounting schedules a trustee needs — no separate spreadsheet.
Each transaction captures
- Category
- Principal / income allocation
- Payee or payor
- Account
- Check number
- Attachments
Compiled accounting schedule
- 1
Beginning property
Opening balance carried into the period
- 2
Receipts
Income and principal received during the period
- 3
Disbursements
Expenses, fees, and payments out
- 4
Distributions
Amounts paid to beneficiaries
- 5
Ending property
Closing balance, reconciled
Closing a period requires reconciliation to pass. Once a period is closed, its transactions become immutable unless the period is reopened — and reopening carries a clear warning.
Administration Documents
The administration set, drafted from shared facts.
Certification of trust
Notice to beneficiaries
Notice to creditors
Inventory and appraisal
Distribution receipts
Trustee's final account
Transfer deeds and affidavits of death
Trustee tax responsibility and EIN instruction letters
One Connected Matter
Tasks, documents, and records never drift apart.
01
Generate the documents the matter needs
Select the administration documents for the matter and reuse trust, settlor, trustee, beneficiary, asset, and signing details across the entire set.
02
Work the trustee task checklist
Drafting tasks sit where they belong in the administration checklist. Completing a task records who did the work and when, feeding the matter audit trail.
03
Publish to the trustee when ready
Generated documents stay versioned and can be published to the client portal so the trustee always has the current copy.
Run trust administration without the spreadsheet.
Generate the documents, keep the ledger, and hand the trustee a clean, reconciled account — all inside one matter.