Fiduciary Accounting Fast

We specialize in the preparation of court approved fiduciary accountings for trusts, estates, and conservatorships in the state of California.

Our unique software allows us to input and organize transaction data faster and more accurately than traditional manual input methods.

That means a faster turnaround at a much lower price.

Why us?

With over five years of experience exclusively preparing court accountings in the state of California, we know exactly what is needed to prepare a bulletproof fiduciary accounting. Furthermore, our proprietary data input software allows us to complete fiduciary accountings faster and more accurately than our competitors, saving our clients time and money.

Responsive Communication

Increased efficiency

Machine Validated

Let us help you

Reduced costs

Our approach

1

Data Collection

You send us your client's bank and/or investment statements in digitized format, also known as "e-statements" (if you do not have these, don't worry, we'll help you). Other documents that may be necessary include investment statements, escrow statements as well as any relevant court documents (Inventory & Appraisal, previous accountings prepared by others, etc).

3

Data Input and Organization

We review the documents you sent us and ensure all the necessary materials are present. Then, we meticulously and quickly transfer the data into worksheets with the help of our proprietary software and organize the transactions into standard schedules and transaction categories.

4

Court Accounting Formatting

We then convert our worksheets into the California probate code designated fiduciary accounting format and send you a PDF draft for review. We will identify any transactions that require additional explanation or documentation. In many cases, the first draft will be nearly ready to go as is; other times we will need to go back & forth a few times until the accounting is ready for submittal as per your or your attorney's requirements.

2

Onboarding

We will speak to you via email, phone, or video conference to clarify what we need from you as well as listen to any additional details you might want to share. 

Testimonials

Don't just take our word for it – our clients frequently stay in touch with us and work with us on future fiduciary accounting projects

Susan Geffen, Lawyer

"I have hired California Fiduciary Accounting to prepare accountings for probate and conservatorship matters for several years. The efficiency and accuracy of the accountings are unmatched by any other vendor we have tried to provide this valuable service."

Marlene Cooper, Lawyer

"California Fiduciary Accounting has been a God-send for my probate practice. I have struggled over the years to find someone like them. They are prompt, accurate and reasonably priced. They know how to prepare an accounting that will stand the court's scrutiny and are quite able to transform raw data into a "work of art".

Contact us

Whether you have a request, a query, or want to work with us, use the options below to get in touch with our team

Or email us

Schedule a call

Schedule a time for us to call you easily through the Calendly Web App