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About

Summafolio provides software for preparing fiduciary accountings for trusts, estates, and conservatorships. It imports bank and brokerage statements in PDF, CSV, OFX, and QFX formats, reconciles transactions and account balances, and produces court-formatted schedules for state-specific and uniform formats. The platform supports review and sign-off before export and flags missing statements or unreconciled balances.

Document Management and Automationestate planning

Key facts

Status
Active
Founded
-
Headquarters
Los Angeles, California, USA
Target market
Law Firms and Legal Service Providers
Revenue model
Usage-Based
Total funding
-

Company references

Website
summafolio.com

External references

Bing
bing.com Copilot Search
Google
google.com AI Summary

Cite this entry

[1]Bluebook:Stanford Ctr. for Legal Informatics (CodeX), CodeX TechIndex: Summafolio, http://techindex.law.stanford.edu/companies/summafolio (last visited November 2, 2026).
[2]APA:Stanford Center for Legal Informatics (CodeX). (n.d.). Summafolio. In CodeX TechIndex. Retrieved November 2, 2026, from http://techindex.law.stanford.edu/companies/summafolio
[3]BibTeX:@misc{techindex_company_18815, author = {{Stanford Center for Legal Informatics (CodeX)}}, title = {{CodeX TechIndex: Summafolio}}, howpublished = {CodeX TechIndex}, url = {http://techindex.law.stanford.edu/companies/summafolio}, urldate = {2026-11-02} }

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Entry maintained by Stanford CodeX. Last reviewed October 2026.