Estate and Trusts Accounting
Jerry provides the necessary expertise in accounting and estate administration. If you are an Estate or Trust attorney, or a private fiduciary, Jerry is there for you to prepare your court-required accountings.
Whether on an hourly basis, or for the entirety/duration of an estate, trust or other court-required accounting, Jerry will be there for you. Jerry does all his own work, no staff, no farming out of work. With 38 years in the business, Jerry is licensed (both Nevada and California), experienced and highly competent.
If you are having your paralegal prepare the accounting Jerry will be happy to review your product before submitting to the court.
Estate Accounting – What is Required?
Even if you do not owe a duty to provide an accounting to the court, you likely still owe a duty to provide an accounting to the beneficiaries. As the Executor, Administrator, Trustee, Conservator or Guardian you should be aware of the following responsibilities.
- You are required to account for all assets, and receipts and disbursements, over which you are given responsibility
- You are placed in a position of trust by the very nature of your appointment
- You have a duty to the beneficiaries, conservatees, and minors, to protect the assets of the estate
- As the “appointed” one, you have a duty to provide an accurate and timely accounting report, that might have to be approved by a court
Services Provided, But Not Inclusive:
- Prepare Estate (706) tax returns
- Prepare Trust (1041) tax returns
- Prepare Gift (709) tax returns
- Prepare final Income (1040) tax returns
- Prepare accounting documents for estates, trusts, conservatorships and receiverships
- Prepare court-required accounting, with attention to detail, accuracy and confidentiality
Please feel free to contact Jerry, either by phone or email, to discuss how I can help you with your responsibilities as an Executor, Administrator, Trustee, etc.