Command center

One estate, ingested from 5 institutions, classified into the 11-schedule Virginia accounting, and reconciled to the penny. Golden-path demo on the Jane Q. Sample fixture.

Estate of Jane Q. Sample

First Accounting - Alexandria Circuit Court - Commissioner Gary W. Lonergan - Oct 12, 2021 - Dec 17, 2022

$1,474,590.22

Assets on hand at end - Schedule J

Reconciliation variance

$0.00

Ties to zero - export unlocked

Transactions classified

24

Across 8 active schedules

Source documents

5

46 pages, image-first

Schedules built

11 / 11

Cover + A through J

Step 1

Statement to Ledger

Dated, source-linked, classified transactions - no lump sums.

Step 2

ZeroVariance check

A + B + C + D - |E| - F - G - H must equal J. A one-cent error blocks export.

Step 3

Review packet

A court-ready CC-1680 summary with every itemized schedule attached.

Synthetic demonstration data. Not legal, tax, or accounting advice; not for filing.