We prepare inventory and appraisals for probate, trust administration, and conservatorship cases. For trust administrations we can provide a template for you or use your own.
We are well-versed in producing accountings for any type of trust, including ones with principal and income breakdowns. We are happy to work directly with your client or as back office support for your firm.
We also specialize in preparing probate accountings and would love to assist you. Our probate accountings are compliant with the Probate Code.
Our custom template is compliant with the Probate Code and satisfies the requirements for the GC- 400 form. Please feel free to ask for a sample of our work.
We provide services year over year for special needs trusts and other accountings that need repeated work. We can also provided services on other types of trusts that are not listed here.
Whether you have a situation where unequal distributions were made, someone took money they shouldn't have, or a beneficiary received more than they were supposed to, we've got you covered. We can take care of the math and will add this as a schedule in your accounting or a standalone document.
Are you unsure of the accuracy, formatting, or clarity of an accounting you received? We've developed software to conduct reviews such as these and would be happy to look over any documents you have questions about.
Services related to estate planning, deed preparation, trust administration, and all supporting documents are available if you lose your paralegal and need some emergency support while you find a new staff member. We can also order the latest vesting deed for you at $15 per property. - Please ask us if we know of any paralegals who are looking for a position as we get contacted by them often for job opportunities.
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