California Probate Accounting Services

The Challenge with Probate Accounting

Preparing a probate accounting in California requires strict adherence to local court formats. A simple spreadsheet error or an unreconciled variance can result in probate examiner notes, rejected filings, and significant delays in closing the estate. Most general CPAs do not understand the specific formatting required by the courts.

Our Specialized Approach

We specialize exclusively in fiduciary and court accountings. We take your raw financial data—bank statements, brokerage reports, and initial inventories—and transform them into perfectly balanced, properly formatted schedules.

• Schedule A & B (Receipts & Gains): Precise categorization of all income and capital gains.
• Schedule C & D (Disbursements & Losses): Accurate tracking of administrative expenses, debts paid, and capital losses.
• Schedule E & F (Distributions & Property on Hand): Clear documentation of beneficiary distributions and ending inventory carry values.

Every report includes a comprehensive Summary of Account that balances perfectly to the penny, designed to pass probate examiner review the first time.