GC-400 accountings · California conservatorships

Watch a two-year accounting balance itself.

FiduKit turns raw bank statement PDFs into a GC-400 packet for you to review and file — read right in your browser, balanced to the penny.

Product demo: FiduKit parsing 24 bank statements in the browser, resolving three flagged transactions, and balancing charges and credits at $487,231.19 with zero bytes uploaded.

Demo shown in its finished state

Reads standard bank and brokerage statement PDFs Checking Savings Every transaction sorted into a GC-400 schedule Brokerage balanced to $0.00 variance anything it isn't sure about is flagged for your review

Walkthrough

Watch the whole job run before you buy.

One accounting, start to finish: statement PDFs in, the finished GC-400 packet out.

What the walkthrough covers, in order

  1. 01 Setting up one accounting: the conservatee, the case number and the court's period.
  2. 02 Twelve statement PDFs added as downloaded, beside a live network log: no statement data is uploaded.
  3. 03 A QuickBooks register imported for one account and reconciled to the statements.
  4. 04 Review: most transactions categorized automatically, only the judgment calls left to you.
  5. 05 A statement whose opening balance couldn't be read, held until you enter it.
  6. 06 Investments and property: a house, stock, a 3-for-2 split, cash in lieu and a partial sale with its gain, then end-of-period market values.
  7. 07 Liabilities answered, and every schedule balanced to the penny.
  8. 08 The GC-400 packet, the Excel workbook and a passphrase-protected backup, with each account's period-end statement attached under Probate Code §2620(c).
  9. 09 The next accounting, started from where this one ended.

The old way

An accounting shouldn't be a second job.

2yrs

of statements in each accounting after the first (Probate Code §2620(a)).

1,500–3,000

transactions in a typical accounting, each one keyed by hand.

1error

is all it takes for the examiner to send the filing back.

How it works

Four steps. No re-typing. No spreadsheet.

You make the judgment calls; FiduKit does the arithmetic.

First, create an account, buy the accounting ($199), and enter the case and the court's period.

Add the statement PDFs

Drag in the bank and brokerage statements for the whole period. They are read in your browser and never uploaded. Keep a register in QuickBooks, Quicken or a spreadsheet? Import it instead, checked against the statements to the penny.

Review only what's flagged

Most transactions categorize themselves. You answer only the few that need a fiduciary's judgment, such as an unclear check or a transfer between accounts.

Watch it balance to the penny

Property at the start plus receipts must equal disbursements plus property at the end: the examiner's first check. FiduKit totals every schedule and holds the packet until both sides agree to $0.00 and every flagged statement is checked.

It also asks what no statement shows: each non-cash asset's market value (Probate Code §1063(a)) and what the estate owed, for Schedule G.

Download the complete packet

The GC-400 summary and each schedule your accounting uses, plus the Probate Code §2620(c) attachments, assembled and paginated for you to review and file with your petition, which you or your attorney prepare. Also as an Excel workbook.

The part that matters most

Your client's statements never leave this computer.

Parsing runs entirely in your browser tab. Statements are never sent.

No statement uploadedWatch your browser's Network tab while you work: no request carries a statement, a transaction or a balance.
No server holds the dataNothing is collected, so there is nothing to breach, subpoena or leak.
No AI reads their financesDeterministic rules running locally. No model, no outside API.

Illustration: two statement PDFs — checking_2025.pdf and brokerage_2025.pdf — each marked "local", above a counter of statement bytes sent reading zero.

Illustration: a browser DevTools Network tab showing zero bytes of statement data sent while 2,847 transactions were parsed.

Pricing

One flat fee. One accounting.

One California GC-400 accounting, start to finish. No subscription, no seats. Watch the walkthrough before you buy.

Per accounting
$199per accounting

plus applicable sales tax, added at checkout

Pay once for each accounting. No subscription, no seats.

  • Complete GC-400 packet — the summary and each schedule your accounting uses, in filing order
  • §2620(c) statutory attachments with a cover index and a filing checklist
  • Balanced to the penny — download unlocks only when the math holds
  • Unlimited re-runs and re-exports — corrections and amendments included
  • Excel workbook and working papers, plus a passphrase-protected backup
  • Next period starts where this one ended — a separate $199 accounting
  • Final account after a death — two accountings (Prob. Code §2620(b)), $199 each, $398 in all
Buy one accounting — $199

If we can't read your statements well enough to build the accounting, tell us within 15 days and we refund it.

Book a 30-minute demo call

Firms & volume
Custom pricing

For firms preparing several accountings a year. Tell us how many cases you manage and we'll suggest a plan.

  • Pricing for multiple accountings
  • A walkthrough call for your team
  • Direct support from the founder

Reimbursable from the estate

Preparation software is ordinarily an administrative expense of the estate. Confirm with your court, and keep the receipt Polar emails you.

If the price changes

The price at checkout is the price you pay. Any change is announced here at least 30 days ahead, and an accounting you've already bought is never charged again.

Refunds

If we can't read your statements well enough to build the accounting, or the packet isn't usable for any other reason, email support@fidukit.com within 15 days of purchase. We refund the price and the sales tax through Polar. A refund leaves your access in place; a chargeback, or a payment dispute decided against us, ends it. See the Terms.

Common questions

Straight answers.

Do you file the accounting for me?

No. FiduKit prepares the accounting forms; you review them and file them with the court. The packet has no signature lines: the signature and verification go on the petition for approval of the account, which you or your attorney prepare. FiduKit is document-preparation software, never your attorney and never a substitute for one.

Is my client's financial data safe?

Your client's statements never leave your computer. They are read inside your browser; no statement, transaction or balance is uploaded, and you can confirm that in your browser's DevTools Network tab. Our servers hold only your account: name, email, sign-in details and purchases, all listed on the privacy page. For your firm's IT reviewer, see the security overview.

Which forms do you produce?

The official Judicial Council GC-400 series (the summary of account and each schedule your accounting uses), plus the statements required under Probate Code §2620(c), listed on a cover index and assembled into one paginated packet for you to review and file with your petition. The guides page lists every form.

What if it doesn't balance?

Then you can't download it. FiduKit points to the discrepancy, down to the transaction. The packet unlocks only when charges equal credits to the penny.

See all questions →