Court-required accounting, hash-chain audit trails, and OPG-format records for U.S. guardians, POA agents, SNT trustees, and U.K. LPA attorneys. Local-first, no signup, no cloud.
Try it free — no signupEach product stands on its own — pick the role you actually hold. each sold separately
Court-appointed guardians & conservators
State-specific annual court accounting with a hard reconciliation check — the report cannot export until the numbers actually balance.
Adult children managing a parent's finances
Turn a shoebox of receipts into a report your siblings will actually believe. Timestamped ledger, decision timeline, and hash-chain audit trail.
Special needs trust & ABLE account trustees
Check spending against SSI/Medicaid rules before it happens. Every expenditure is validated against SSA POMS to preserve eligibility.
Financial attorneys under a Lasting Power of Attorney
Keep records the Office of the Public Guardian expects. OPG-format annual accounting in British English for England and Wales.
Annual license, free pre-check or trial on every product.Every product is free to try — recording stays free forever.
All payments processed by Creem (Merchant of Record). Annual licenses are one-time purchases; subscriptions renew automatically and can be cancelled anytime via the billing portal. Recording stays free forever on every plan.
Every product is free to try — no account needed, your records stay in your browser. Paid plans below (annual licenses or auto-renewing subscriptions) activate at purchase, with payments securely processed by Creem (Merchant of Record). Questions? [email protected]
Short, plain-language walkthroughs of the rules and records that matter — free to read, no account needed.
Spending categories that protect SSI, the two cash exceptions, and the food-and-shelter trap.
Read the guideThe schedule-by-schedule anatomy of an accounting that proves itself.
Read the guideThe four things UK supervisors verify, and the mistakes that trigger follow-ups.
Read the guideHow fees are calculated, approved, and documented.
Read the guideAll data is stored locally in your browser using IndexedDB and OPFS. Nothing is uploaded to any server. Your information never leaves your device.
Recording is free on every product — no account, no card. Premium features (PDF export, compliance reports) require a paid plan after the 14-day free trial: an annual license ($49/yr Guardian, $29/yr POA, $99/yr SNT/ABLE, $49/yr UK LPA) or an auto-renewing subscription (POA $59/yr, UK LPA $49/yr, Guardian Pro $15/case/mo). Subscriptions renew until cancelled and can be cancelled anytime via the billing portal; one-time licenses never auto-renew. All sales final.
All 50 U.S. states plus DC for the fidubond fiduciary tools. UK LPA fully supports England and Wales; Scotland is supported for general record-keeping only; Northern Ireland (EPA system) is not supported for LPA forms.
No. There is no signup, no email, no login. Your data is stored only in your browser, with optional master-password encryption (AES-256-GCM) for an extra layer.
Currently each device has its own local data. End-to-end encrypted cloud sync is coming in Phase 3.
No. These tools help you generate documents and track compliance, but are not a substitute for professional legal advice.
Every tool runs the sensitive part in your browser. Nothing is uploaded unless you explicitly ask us to.
Every requirement we surface links back to the actual statute or regulation behind it, checked and dated.
You pay for what you use instead of a monthly retainer sized for a law firm's overhead.