PROFESSIONAL FIDUCIARIES

Professional Fiduciary Services

For Clients

According to the Professional Fiduciary Association of California (PFAC) Website, “Fiduciaries serve by court appointment as guardians, conservators and personal representatives of estates. They also serve by agreement as trustees, representative payees or as agents under powers of attorney.”

Whether you have an aging parent that lives across the country, you don’t have the time necessary to help them, or simply you have a strained relationship, you should consider appointing a professional fiduciary.

Professional Fiduciaries can help with daily activities, carrying out the terms of a trust as set forth in a trust document, and with making health-care decisions.

While our firm doesn’t act as professional fiduciaries, we are affiliate members of PFAC and can direct you to one of the professional fiduciaries in our network who might best fulfill your needs.

If you are an individual trustee and you require court accounting or trust and estate tax services, please visit the 1041s, Court Accountings & Estate and Trust Tax Returns section of our website.

For Fiduciaries

Our clients include attorneys, professional fiduciaries and corporate trustees. We assist you as the fiduciary with fulfilling all tax and court accounting obligations.  We can serve as your back office or you can have your clients contact us directly.

In addition to providing you with peace of mind that your client’s accounting and tax obligations are met, we offer competitive rates, and have many years of experience with court accounting, probate accounting, conservatorship accounting and trust and estate tax returns.

Fiduciary Services We Provide

• Court, probate and fiduciary accounting
• Trust tax returns (Form 1041)
• Estate tax returns (Form 706)
• Forensic accounting
• Litigation support

Call us today to see how we can help you fulfill your client’s tax and court accounting requirements.