Top 27 Trust Accounting Software Providers

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Explore the top 27 trust accounting software providers revolutionizing financial management for bankers and investment professionals in the United States. Highlights include XRealtychainCPA's expertise in fractional CFO services for real estate and Grayson Community Management's advanced cloud-based solutions. From REI Hub's portfolio management software to CAPITAL DIRECTORS' international trust services, these firms provide innovative, geographically relevant solutions crucial for efficient property, asset, and financial management.

Ruskin Title & Escrow logo

Ruskin Title & Escrow

🇺🇸 306 N US Highway 41 Ruskin, Florida 33570, US

Specializing in title insurance and real estate closings, this firm ensures accurate and timely transactions in Florida through exceptional customer service, proactive communication, and strict legal compliance. Their extensive knowledge of local real estate law positions them as a trusted partner for stress-free closings.

title insurance
real estate
real estate law
real estate closings
legal compliance
customer service
Florida real estate
transaction management
Company size: 2-10
RBJ Software, Inc. logo

RBJ Software, Inc.

🇺🇸 Monrovia, US

RBJ Software, Inc. specializes in developing innovative software solutions for the escrow and title settlement services industry, offering a streamlined, paperless workflow that adapts to the evolving needs of professionals in the field. Established in 1984, it is dedicated to enhancing efficiency and speed in real estate transactions.

escrow
title
settlement
workflow
paperless
real estate
software
technology
Company size: 11-50
Founded: 1984
RELAW, APC logo

RELAW, APC

🇺🇸 2535 Townsgate Rd #207

RELAW, APC specializes in providing practical legal solutions in the real estate sector, focusing on areas such as escrow and title law, subdivision law, estate and probate law, and landlord-tenant law. The firm distinguishes itself by offering personalized attention typical of a small firm while delivering comprehensive legal resources akin to larger firms.

legal services
real estate
escrow
title
subdivision
probate
landlord-tenant
litigation
transactions
legal advice
Company size: 11-50
Founded: 2015
FileByte, LLC logo

FileByte, LLC

🇺🇸 Los Angeles, US

FileByte offers innovative hardware and software solutions for managing real estate documents, emphasizing speed and security. The focus on effective communication and collaboration sets it apart in the software development industry, particularly for real estate professionals.

real estate
document management
hardware
software
marketing
escrow
legal files
archiving
brokerage
commercial
realtors
Company size: 2-10
Founded: 2018
Magnolia Title and Escrow, Inc. logo

Magnolia Title and Escrow, Inc.

🇺🇸 1104 Fatherland St. Nashville, Tennessee 37206, US

Magnolia Title & Escrow specializes in real estate closing services and legal support, focusing on residential and commercial transactions, including new construction and HPR. Their local expertise in the Middle Tennessee area positions them as a trusted partner for seamless real estate processes.

title
escrow
real estate
closing services
residential
commercial
new construction
legal services
Company size: 11-50
Founded: 2014
Elevation Title & Escrow Services logo

Elevation Title & Escrow Services

🇺🇸 5531 N. University Drive Suite 103

Elevation Title & Escrow Services specializes in real estate transactions, offering tailored title insurance and closing services backed by a team of experienced in-house attorneys. Their unique approach combines legal expertise with personalized service to efficiently navigate unexpected issues, ensuring timely closings for both residential and commercial properties.

real estate
title insurance
closing services
escrow services
residential real estate
commercial real estate
legal transactions
attorney services
property transactions
Company size: 2-10
Founded: 2016

Positively Balanced, LLC specializes in providing third-party escrow reconciliation services tailored to meet compliance regulations and ALTA's Best Practices. Their innovative approach streamlines the reconciliation process for real estate attorneys and title insurance firms, enhancing productivity while minimizing the risk of costly errors.

escrow
reconciliation
compliance
audit
consulting
bookkeeping
trust account
real estate
fraud prevention
productivity
safeguards
ACH blocks
Company size: 11-50
Founded: 2000
Streamline Consulting logo

Streamline Consulting

🇺🇸 NATIONAL , US

Specializing in innovative business and technical consulting for the real estate title insurance sector, this firm offers customized software solutions, training, and comprehensive project management services to enhance operational efficiency and streamline processes nationwide. Their commitment to 24/7 availability and tailored support distinguishes them as client advocates dedicated to helping businesses excel.

business consulting
title insurance
software training
system analysis
project management
document creation
escrow accounting
database maintenance
workflow optimization
system migration
custom reports
implementation services
Company size: 10001+
Founded: 2004
GREIF & LITWAK, P.C. logo

GREIF & LITWAK, P.C.

🇺🇸 195 Worcester Street Suite 301

Greif & Litwak, P.C. is a premier law firm specializing in personalized legal and tax planning services across various sectors, including estate planning, probate, and business law. Their innovative approach focuses on delivering responsive and comprehensive legal support tailored to the diverse needs of individuals and businesses.

estate planning
probate
tax law
business law
corporate law
real estate law
trust administration
Company size: 2-10

A leading boutique escrow service in the real estate industry, this firm specializes in facilitating various real estate transactions with a focus on exceptional customer service and professional integrity. Its affiliation with a major financial entity enhances its reliability and trustworthiness in handling client transactions.

escrow
real estate
transaction facilitation
customer service
trust accounting
neutral party
licensed services
collaborative team
Company size: 11-50
Founded: 2003

SMS, Settlement Services Inc.

🇺🇸 1004 W TAFT AVE Orange, California 92865, us

SMS, Settlement Services Inc. specializes in providing comprehensive title insurance protection and professional settlement services, facilitating real estate transactions for a diverse range of stakeholders in the real estate industry. Their innovative approach streamlines processes for homebuyers, sellers, and professionals, enhancing the efficiency of purchases, refinances, and construction financing.

title insurance
settlement services
real estate
mortgage lending
property transactions
home buying
home selling
commercial property
construction financing
equity loans
title agencies
legal services
Company size: 2-10
Founded: 1997
Northwest Law logo

Northwest Law

🇺🇸 1160 Dublin Road Suite 500

Specializing in real estate law, estate planning, and probate, this law practice serves professionals and businesses in the real estate industry by providing proactive legal counsel and a comprehensive range of services, including title, escrow, and mortgage support. Their unique partnership with a regional title insurance provider enhances their ability to offer integrated solutions tailored to the needs of their clients.

real estate
law
estate planning
probate
title
escrow
mortgage
legal counsel
small business
representation
Company size: 11-50
Founded: 2005
Settlor logo

Settlor

🇺🇸 Denver, US

Settlor specializes in developing a software platform that enhances the operational efficiency of title insurance companies and agencies by simplifying title, escrow, and accounting processes. With over 30 years of industry experience, it offers an innovative approach to streamline workflows in the real estate sector.

title insurance
escrow
accounting
operational efficiency
workflow management
real estate software
process improvement
Company size: 11-50
Founded: 2021
Veritas Realty Associates, Inc. logo

Veritas Realty Associates, Inc.

🇺🇸 7700 Irvine Center Drive Suite 800

Specializing in residential and commercial real estate, this firm distinguishes itself by offering ongoing support beyond the transaction, assisting clients with long-term real estate goals and various property-related services such as refinancing, property management, and home renovations.

real estate
property management
residential sales
commercial leases
home renovation
refinancing
tax services
legal services
interior design
estate sales
bankruptcy sales
long term planning
Company size: 11-50
Founded: 2013

CHAPMAN & ROSENTHAL TITLE, INC.

🇺🇸 2002 RICHARD JONES RD Nashville, Tennessee 37215, us

An attorney-owned and operated real estate title and escrow firm, specializing in providing secure and reliable title services within the real estate industry. Their unique approach emphasizes legal expertise to ensure smooth transactions and mitigate risks for clients.

real estate
title
escrow
legal services
property transactions
title insurance
closing services
Company size: 11-50
Founded: 2007
The Title & Escrow Firm logo

The Title & Escrow Firm

🇺🇸 111 E. Monument Ave Suite 403

Specializing in legal services within the real estate sector, this firm focuses on enhancing the closing process by prioritizing communication and client satisfaction, ensuring a seamless and memorable experience for all parties involved. Their commitment to excellence sets them apart in the title and escrow industry.

title
escrow
real estate
closing process
transaction management
client communication
legal services
customer satisfaction
Company size: 2-10
Rancho Santa Fe Escrow logo

Rancho Santa Fe Escrow

🇺🇸 6033 Paseo Delicias Suite J

Specializing in high-end escrow services, this boutique firm leverages 48 years of experience to manage complex real estate transactions and provide notary services in Southern California. Its expertise in catering to unique client needs, including international transactions, sets it apart in the real estate industry.

escrow
real estate
notary
transaction management
Southern California
boutique firm
high-end services
complex transactions
international transactions
Company size: 2-10
Founded: 2018
Grayson Community Management logo

Grayson Community Management

🇺🇸 65 Washington St Suite 268

Specializing in residential community management for homeowners associations and condominium projects, this business leverages advanced cloud-based Yardi Genesis software for seamless accounting and property management. Its unique advantage lies in its construction and development experience, setting it apart from competitors focused solely on property management.

community management
property management
HOA management
condominium management
real estate
accounting
cloud software
construction management
development experience
Company size: 11-50
Founded: 2003
Easysoft Legal Software logo

Easysoft Legal Software

🇺🇸 3 2nd St. Suite 501 Jersey City, New Jersey 07302, US

Easysoft Legal Software specializes in developing innovative, affordable, and auto-calculating software solutions tailored for family law and real estate attorneys. With over 35 years of experience, it offers compliant and mobile-friendly tools that streamline complex calculations and legal processes, enhancing efficiency for legal professionals.

legal software
family law
real estate
closing software
legal calculations
compliance
mobile compatibility
title insurance
1099 filing
client intake
automated forms
Company size: 2-10
Founded: 1986
Titulaw Title & Escrow logo

Titulaw Title & Escrow

🇺🇸 9580 SW 107th Ave Suite 202

TituLaw Title & Escrow specializes in real estate law and title insurance, offering innovative solutions for real estate closings through a client-first approach. Their team of closing specialists and attorneys ensures a safe and efficient transaction process, tailored to meet the unique needs of buyers, builders, and investors.

real estate
title insurance
escrow
legal services
real estate law
closing process
legal representation
transaction management
Company size: 51-200
Founded: 2018
California Home Trust living trust program by Gomez Law, APC logo

California Home Trust living trust program by Gomez Law, APC

🇺🇸 3250 Wilshire Blvd Suite 1901

California Home Trust specializes in providing affordable and streamlined living trust services for homebuyers and homeowners, offering a flat rate of $699 to simplify estate planning in the real estate sector. The innovative approach allows clients to establish living trusts quickly during the escrow process, enhancing accessibility to legal protections for property ownership.

living trust
estate planning
probate
real estate
legal services
attorney
California law
Company size: 11-50
The Abram Law Group, LLC logo

The Abram Law Group, LLC

🇺🇸 1200 Ashwood Pkwy Suite 560

A Metro-Atlanta law firm specializing in commercial real estate, offering personalized legal and transactional advice tailored to individual client needs. With a focus on high-quality, cost-effective representation, it serves a diverse clientele in the acquisition, development, financing, and disposition of real estate, while also providing closing and escrow services.

real estate
law
legal representation
transactions
commercial real estate
property acquisition
property development
financing
closing services
escrow services
Company size: 2-10
Founded: 2006
Secured Trust Escrow logo

Secured Trust Escrow

🇺🇸 21111 Victor St Torrance, California 90503, US

Secured Trust Escrow specializes in providing independent escrow services for various real estate transactions, including business sales and mergers, with a strong emphasis on regulatory compliance and exceptional customer service. Its extensive expertise in business brokerage laws and diverse escrow solutions positions it as a trusted partner for attorneys and brokers in California.

escrow
real estate
business sales
asset sales
mergers
acquisitions
regulatory compliance
residential escrow
commercial escrow
complex escrows
probate sales
short sales
Company size: 11-50
Founded: 2018
Peet Law Group logo

Peet Law Group

🇺🇸 100 Interstate Corporate Center, Suite 101 Williston, Vermont 05495, US

Specializing in real estate law, this firm provides comprehensive legal services for buying, selling, and refinancing residential and commercial properties in Vermont, with a focus on delivering expert guidance and support throughout the real estate transaction process.

real estate
law
legal services
title insurance
real estate attorney
real estate closings
refinancing
escrow services
buyer services
seller services
Company size: 11-50
Founded: 1995
AlianzEscrow logo

AlianzEscrow

🇺🇸 4630 Lisborn Dr Carmel, Indiana 46033, US

AlianzEscrow specializes in international escrow services for real estate transactions, leveraging state-of-the-art technology to provide world-class service. With a pioneering approach since 1996, it offers risk management and investor awareness for foreign real estate deals, facilitating billions in successful transactions.

escrow
real estate
international transactions
risk management
fund handling
foreign investments
investor awareness
Company size: 2-10
Founded: 2023
YCM Law, PLLC logo

YCM Law, PLLC

🇺🇸 3471 N Federal Hwy 402

YCM Law & Title specializes in real estate legal services and title insurance, offering tailored solutions for property transactions. With a focus on delivering personalized and comprehensive support, it aims to ensure smooth and secure real estate processes for clients, including homebuyers, investors, and real estate agents.

real estate
legal services
title insurance
closings
escrow
property transactions
real estate law
boutique firm
luxury real estate
Company size: 2-10
Founded: 2018
CAPITAL DIRECTORS logo

CAPITAL DIRECTORS

🇺🇸 530-B HARKLE ROAD Suite 100

Specializing in a diverse range of financial services, this firm offers innovative solutions in accounting, payroll, mortgage financing, and real estate management, along with unique offerings in aviation and marine financing. With a focus on international trust services and multi-family office solutions, it positions itself as a loyal financial steward since 1964.

accounting
payroll
surety bonds
mortgages
real estate
trust services
business brokerage
aviation financing
marine financing
precious metals
brand management
healthcare development
Company size: 1001-5000
Founded: 1964

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