Trust Accounting Sheet | Excel and Google Sheet Template | Trust Ledger for Law Firms, Clients, Finance, Compliance & Transparency

Ensure compliance, accuracy, and transparency in every transaction.
This Trust Accounting Sheet is a powerful yet easy-to-use ledger system built for legal professionals, bookkeepers, and service providers managing trust accounts. Designed for Excel and Google Sheets, it simplifies recordkeeping, helps monitor debits/credits, and maintains detailed logs per client.
It includes auto-formulas for balances and dropdowns for client selection — so you stay organized, compliant, and in control.

What You’ll Receive:
Trust Accounting Template (Excel + Google Sheet)
Trust Ledger format for multiple clients
Auto-calculating debit/credit fields
Organized transaction history
Easy-to-use dropdown menus

Key Features:
Separate ledger for each client
Track debits, credits & running balances
Editable, printable, and fully reusable
Auto-calculated totals for accuracy
Works across devices — desktop, tablet & mobile

Best For:
Law firms
Legal assistants
Financial managers
Estate administrators
Bookkeepers & CPAs

Format:
Instant Digital Download
Includes: Excel (.xlsx) + Google Sheet link
No physical product will be shipped

Licensing:
For personal or internal business use only. Resale or redistribution is strictly prohibited.