Court-Appointed Guardian Accounting · State-Specific Forms

The court report refuses to export
until the books actually balance

Guardian turns a year of receipts, transactions, and journal entries into a court-ready annual accounting PDF — with a hard reconciliation check that stops you from filing numbers that don’t add up.

See a sample court report →
✓12 states with court-specific form structures
✓Hash-chain tamper-evidence on every entry
✓Encrypted vault — data stays on your device

Annual Report

GC-400 · FY 2026
78%ready to file
✓
Transactions recorded
✓
Reconciliation passed
✓
Journal entries complete
Court form generated
CASE #PC-2026-0042Next filing: 03/15/2027

Compliance standards we meet

✓State probate court formats✓GC-400 (CA) · Annual Report (TX) · similar forms✓Reconciliation required before export✓7-year record retention✓Local-first encrypted vault
Why Guardian

One reconciliation error is all it takes
for the court to send it back

Court-appointed guardians must file an annual accounting of every dollar received and spent on behalf of their ward. A single math error can trigger a court hearing, attorney fees, and even removal.

01 · Record

Encrypted transaction ledger

Every deposit, payment, and transfer is recorded in an encrypted vault on your device — categorized by court schedule (income, expense, assets) from day one.

02 · Reconcile

Hard balance check

The system reconciles bank deposits against recorded income and expenses. The report literally cannot be exported until every dollar is accounted for.

03 · File

Court-format PDF

Generates a state-specific annual accounting PDF (GC-400 in CA, Annual Report in TX, etc.) with all required schedules, signed and ready for the probate court.

How it works

From shoebox of receipts to court-ready filing

No accountant required — just record what you actually did.

01

Set up the ward profile

Enter the ward’s name, your appointment date, and your state. We load the correct court form structure.

02

Log transactions

Record income (Social Security, pension) and expenses (medical, housing, food) as they happen — or batch-enter at month end.

03

Reconcile

Match your recorded totals against bank statements. The system flags any gap before you can export.

04

Export & file

Generate the court-format PDF with all schedules. Print, sign, and file with the probate court.

12 states
Court-specific form structures
100%
Reconciliation required before export
SHA-256
Hash-chain audit trail on every entry
$0
Uploaded to any server, ever
Pricing

Free to record — pay only when you file

Free to try · no credit card · annual licence or monthly subscription · subscriptions renew automatically and can be cancelled anytime via the billing portal.

Annual
$49 / yr

Per ward. Full access to transaction ledger, reconciliation, and court-format PDF export. Renew annually.

Pro — for firms
$15 / mo

Per active case, monthly subscription (min 5 cases). Adds client list view, cross-client dashboard, and court response evidence pack.

Free
Free

Every feature unlocked during the 14-day trial. PDF export requires an annual license or Pro subscription after the trial. Try the full workflow before paying.

See full plan comparison →

Recording is always free · Annual license activates at purchase · Payments by Creem (Merchant of Record)

Before the next court deadline,
know your books balance

Set up your ward profile and start recording transactions — recording is free.