Fiduciary Accounting

Are you confused over the complexity of the accounting rules for trusts and estates?  Not to worry, we will guide and help you to comply with the Uniform Probate Code, Uniform Trust Code, Uniform Principal & Income Act, Internal Revenue Codes, and other applicable standards and local laws. 

We have extensive experience providing the following services to trustees, executors, and estate attorneys:

- Compliance with various trust provisions;

- Court Accounting;

- Distributions Analysis;

- Funding Allocations, analysis, and support;

- Litigation Support.

 

 

Not sure which rules to follow?

We are your trusted advisor; we will be side-by-side with you.