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Fiduciary Accounting

Special Fiduciary Accounting is often required for certain trusts and estates. If you are a newly appointed trustee or executor, you need to be aware of the requirements. Timely reporting to the beneficiaries may protect you from legal action by the current and future beneficiaries. We work with your legal team and investment advisors to provide timely and accurate accounting that complies with the probate court requirements. Contact our team today for these services.