Fiduciary Accounting Services, LLC is the premier provider of fiduciary accounting for Trusts, Estates, and Conservatorships in California. We are a specialized accounting firm, partnering with individual trustees, attorneys, private professional fiduciaries, and financial institutions to document the activities of a Trust, Estate, or Conservatorship.
Our firm has built a strong reputation in California as an extremely knowledgeable team. We focus on helping our clients present a quality accounting, reflective of responsible administration, while significantly reducing the time and effort to produce the accounting. We understand the value of accurate and timely reporting. Our process transforms numerous individual transactions into a simple, straightforward report - providing you with actionable information to meet your fiduciary accounting needs.
The reasons for a fiduciary accounting are many: an estate is in probate, there is a dispute among beneficiaries, a trustee is facing legal action.
Our firm has built a strong reputation in California as an extremely knowledgeable team. We focus on helping our clients present a quality accounting, reflective of responsible administration, while significantly reducing the time and effort to produce the accounting. We understand the value of accurate and timely reporting. Our process transforms numerous individual transactions into a simple, straightforward report - providing you with actionable information to meet your fiduciary accounting needs.
The reasons for a fiduciary accounting are many: an estate is in probate, there is a dispute among beneficiaries, a trustee is facing legal action.
Services
We are your partner in delivering solutions to accounting challenges and meeting your fiduciary responsibilities.
Since our inception in 2007, FAS has met the challenge of tracking and documenting complicated financial transactions into a simple, straightforward process - providing you with actionable information.
Regardless of your situation, our final reporting will fulfill all legal requirements and fiduciary responsibilities.
Our clients, including attorneys, bank trust departments, individual trustees, and court-appointed administrators, look to FAS to outline and manage the process of preparing a complete fiduciary accounting.
Since our inception in 2007, FAS has met the challenge of tracking and documenting complicated financial transactions into a simple, straightforward process - providing you with actionable information.
Regardless of your situation, our final reporting will fulfill all legal requirements and fiduciary responsibilities.
Our clients, including attorneys, bank trust departments, individual trustees, and court-appointed administrators, look to FAS to outline and manage the process of preparing a complete fiduciary accounting.
Our vision is to provide expertise, support, and peace of mind for all those with fiduciary responsibility.
Fiduciary Accounting Services, LLC serves fiduciaries and their advisors by providing an accounting narrative that is understood by all, employing a consultative and proven methodology, and delivering unparalleled expertise in fiduciary accounting.
We are the premier provider of fiduciary accounting services in California, transforming transactions into actionable information.
We uphold a commitment to excellence, reflected in the quality of our work, integrity, and knowledge that sets us apart.
Fiduciary Accounting Services, LLC serves fiduciaries and their advisors by providing an accounting narrative that is understood by all, employing a consultative and proven methodology, and delivering unparalleled expertise in fiduciary accounting.
We are the premier provider of fiduciary accounting services in California, transforming transactions into actionable information.
We uphold a commitment to excellence, reflected in the quality of our work, integrity, and knowledge that sets us apart.
We understand this can be a stressful and potentially overwhelming process.
FAS will work with you to seamlessly navigate this process, ensuring that all required information is gathered and ultimately presented in a full and accurate account of the activity under your responsibility for discussion with your counsel or other third parties.
We will work directly with your client, freeing you and your staff to work on other aspects of the case, while maintaining close communication with your office should any issues arise.
FAS will work with you to seamlessly navigate this process, ensuring that all required information is gathered and ultimately presented in a full and accurate account of the activity under your responsibility for discussion with your counsel or other third parties.
We will work directly with your client, freeing you and your staff to work on other aspects of the case, while maintaining close communication with your office should any issues arise.
The Fiduciary Handbook, co-authored by Managing Principal of Fiduciary Accounting Services, Heather Hamilton, is the only complete guide to preparing accountings acceptable to the court.
This checklist is intended as a guide for collecting the required information to ensure your accounting is complete and accurate.
When reviewing a fiduciary accounting, there are a few key points to look for to ensure the report you are reviewing is complete and balanced.
We have put together some record-keeping tips to ensure you have the information needed to prepare a fiduciary accounting.
This checklist is intended as a guide for collecting the required information to ensure your accounting is complete and accurate.
When reviewing a fiduciary accounting, there are a few key points to look for to ensure the report you are reviewing is complete and balanced.
We have put together some record-keeping tips to ensure you have the information needed to prepare a fiduciary accounting.
A fiduciary accounting is a comprehensive report of the activity within a trust, estate, or conservatorship that is prepared in accordance with the California Probate Code.
A fiduciary accounting will provide a detailed narrative of the administration of a trust, estate, or conservatorship for a specific time period.
A well-prepared fiduciary accounting will support the trustee, executor, or conservator with their reporting responsibilities and fiduciary duties.
The best way to get started is to schedule a short phone call or meeting to discuss your accounting needs.
A fiduciary accounting will provide a detailed narrative of the administration of a trust, estate, or conservatorship for a specific time period.
A well-prepared fiduciary accounting will support the trustee, executor, or conservator with their reporting responsibilities and fiduciary duties.
The best way to get started is to schedule a short phone call or meeting to discuss your accounting needs.
Reviews
Be the first to review Fiduciary Accounting Services.
Write a Review
