Accounting Services
Probate Inventories
For most people who find themselves appointed personal representative (PR) of an Estate, this is the first time that they have served in such a capacity and they don't know where to start. Our firm is experienced in working closely with the PR and their attorney to ensure that all of the PR's responsibilities are discharged as easily and timely as possible.
One of the first things a PR must do is marshall the assets of the Estate and report them and their value to the probate court. This is often more complicated than it might seem. We can assist with beneficiary issues, valuation, and many other facets of assembling the Probate Inventory.
For most people who find themselves appointed personal representative (PR) of an Estate, this is the first time that they have served in such a capacity and they don't know where to start. Our firm is experienced in working closely with the PR and their attorney to ensure that all of the PR's responsibilities are discharged as easily and timely as possible.
One of the first things a PR must do is marshall the assets of the Estate and report them and their value to the probate court. This is often more complicated than it might seem. We can assist with beneficiary issues, valuation, and many other facets of assembling the Probate Inventory.
Fiduciary Accountings
Often a Trustee or PR is charged with providing an accounting of the transactions that occurred during their administration, whether to the court or to the beneficiaries. Fiduciary accounting is a specialized area that few CPAs - even those that routinely prepare financial statements - are familiar with. Our firm is experienced in preparing these unique accountings.
Often a Trustee or PR is charged with providing an accounting of the transactions that occurred during their administration, whether to the court or to the beneficiaries. Fiduciary accounting is a specialized area that few CPAs - even those that routinely prepare financial statements - are familiar with. Our firm is experienced in preparing these unique accountings.