Probate Accounting

Working with financial institutions can be frustrating and overwhelming, especially when you’re already dealing with the passing of a loved one. Many financial institutions will make you jump through hoops in order to obtain necessary documentation required to complete an accounting. With your authorization we will work with financial institutions on your behalf in order to navigate their systems and obtain the documents we need to complete the accounting.

We specialize in the messy, complex, and sometimes even ugly accountings. Many of our clients are actively involved in litigation, and the accountings we perform are often critical in that process. We provide impartial data that allows counsel to accurately portray your fiduciary duties and argue on your behalf. 

We're happy to help regardless of the size of the Estate. We've worked on estates ranging from tens of thousands to tens of millions of dollars in assets. We're experienced tracking a variety of assets from physical properties, to LLCs, to complicated investment holdings. We've done accountings that extended over a 15 year period. There's no case too big or too small or too complex or convoluted.

Sometimes, getting started can be a monumental task. It’s often hard to know where to begin. We have templates and checklists to help you collect necessary data to make this process as smooth and efficient as possible, and to help you stay organized. Get in touch and we’ll provide these for free regardless of whether you decide to become our client or not.

Your investment accounts could include ETFs, crypto, LLCs, vehicles, bonds, or even spinoffs and mergers! Assets come in a variety of shapes and sizes, and we follow the changes and identify all gains, losses, and exchanges. However complicated, we track the value of your assets to ensure the integrity of the accounting.

We appreciate the value of communicating early and often when it comes to dealing with any financial situation. We prefer to over-communicate to maintain mutual awareness of progress and any issues that may arise.

Accounting can be scary and confusing. Don’t worry, we’ll walk you through any questions or concerns to help you understand the process and feel comfortable with terms and practices. We work with many fiduciaries and attorneys and are happy to connect you with our most trusted colleagues. We also provide education talks to clarify the importance of accounting early and often as well as providing best practices.

We all work under time constraints, but when dealing with legal matters promptness is very important. That’s why we’re committed to efficiency and working with you to ensure any and all deadlines are met.

We handle everything from modest estates to even the most challenging cases and know what questions to ask to drive the accounting to completion. Complex cases require focus and attention to detail so that all transactions are clearly understood.