05/11/2025
TO ALL PROBATE PRACTITIONERS:
(New link included below effective 11/5/2025)
In an effort to help lawyers and their fiduciary clients, the Mahoning County Probate Court has teamed up with Societal Systems to help you prepare your annual accountings. Societal Accounting works much like major tax preparation software in that your clients banking information can be imported directly into the Societal program. From there, it is analyzed and then exported directly onto the Probate Court standard probate accounting forms. This process saves everyone invaluable amounts of time since you don’t have to retype all of those banking transactions on the court required forms. I would like to extend an invitation to participate in this exciting new program.
With this system, you will be able to compile your annual accountings for your Estates and Guardianships. You and or your staff will be able to upload assets, budgets, and categorize transactions within the program. Additionally, you can link your estate/guardianship bank account(s) directly to the program to allow for automated import of the transactions during your reporting period, saving you time and improving the accuracy of your annual accountings. You will also be able to add filing notes to the completed accountings and submit via E-filing with the click of a button to the Mahoning County Probate Court. In addition, there is no additional cost to you or your client to use this program.
You may access the system and test it out on your own by visiting Mahoning.SocietalSystems.com signing in with your email address. If you are interested in learning more first, please reach out to the Mahoning County Probate Court or to the Societal team directly ([email protected]).
Thanks for working with us on this new process and don’t hesitate to reach out with questions or concerns.