Phone: (818) 703-0807

Fiduciary Accounting

Fiduciary Accounting

Fiduciary accounting is offered as part of our services to assist Trustees, Executors, and Conservators. It is essential that fiduciaries maintain a complete accounting of all of the assets entrusted to them. We will assist you to ensure accountings will be prepared according to the requirements of the California Probate Code. We also assist with tax planning to minimize the tax burden of your trust or estate.

Our services include:

  • Assistance in establishing trust assets and values.
  • Maintaining history of transactions.
  • Maintaining records of capital gains and losses.
  • Allocating transactions to principal or income.
  • Determining trust expenses
  • Preparing accounting schedules in compliance with California Probate Code.
  • Tax planning.

Give us a call for your fiduciary accounting needs.

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