Estate and Trust Accounting

Preparation of fiduciary accounting can be a daunting task for a Trustee or Executor/Administrator who is unfamiliar with the reporting requirements and required level of detail. We will prepare court formatted estate and trust accountings in a timely and efficient manner. We are engaged by Trustees, Executors, Administrators, law firms and CPA firms to prepare fiduciary accountings on an annual basis or for a specific time period. We will also handle bookkeeping for current estate and trust clients and utilize Quicken, Quickbooks or similar tools to simplify and organize recordkeeping of financial assets.