Accounting Experience for All Types of Assets

Fiduciary Accounting Services, LLC has been preparing Accountings in accordance with California Probate Code since 2002. We will assist clients to fulfill their obligations to provide information, support mediation or litigation, and resolve or prevent family disputes.

We have prepared Accountings including all types of assets; cash, investment securities, real estate, family limited partnerships and closely held businesses. These accountings have covered periods from just a few months up to fifteen years or more.

Clients include:

Attorneys, particularly those specializing in trust and estates
Corporate trustees (bank trust departments) who are responsible for accounts requiring an accounting to be filed with the court
Individual Trustees, Executors and Conservators

Our Services
From fiduciary accounting to consulting, we provide the services you need to set up appropriate and complete financial records and reports.

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A Non-CPA Firm