California trust account
The Harbor Example Living Trust dated March 3, 2009. California account (Probate Code §§1060-1064). Fictional data throughout.
- Total charges
- $1,534,485.48
- Total credits
- $1,534,485.48
- Difference
- $0.00
- Period
- Dec 12, 2024 to Dec 31, 2025
2 accounts, 25 statements (OFX, PDF), 76 transactions, 3 beneficiaries, single fund (no income/principal split). 17 pages in the full PDF; the first 6 are shown below.
