Business Details
19 Years
experience
Trusted Fiduciary Accounting Services in California
Fiduciary Accounting Services, LLC has been dedicated to providing specialized fiduciary accounting solutions since 2007. Our firm focuses exclusively on Trusts, Estates, and Conservatorships, serving attorneys, trustees, and financial institutions across California. We combine technical expertise with a consultative approach to transform complex financial transactions into clear, court-ready reports. Our team's deep understanding of probate code standards ensures compliance with the most stringent legal requirements. We prioritize accuracy, transparency, and confidentiality while delivering efficient solutions for fiduciary accounting challenges.Our methodology streamlines time-sensitive processes, enabling clients to meet critical deadlines for filings and legal proceedings. With decades of collective experience, we maintain a commitment to excellence through rigorous attention to detail and continuous professional development. Our reputation as California's premier fiduciary accounting provider is built on consistent delivery of actionable financial narratives that meet both client and court expectations.
Services
Fiduciary Accounting
Estate Accounting
Trust Accounting
Conservatorship Reporting
Probate Accounting
Details
- Year established: 2007
Highlights and features
- We specialize exclusively in fiduciary accounting since 2007
- Our team meets strict probate code standards for court requirements
- We handle complex asset types including real estate and business holdings
- We maintain complete client confidentiality with secure systems
- Our proven methodology ensures timely delivery of accounting reports
Services
Fiduciary Accounting
We prepare comprehensive fiduciary accountings that document all financial transactions during trust, estate, or conservatorship administration. Our reports meet California Probate Code requirements and court standards, providing clear documentation of asset management activities. Our specialized process ensures accurate allocation between income and principal according to Uniform Principal & Income Act guidelines.
Estate Accounting
Our estate accounting services transform complex financial records into clear, court-ready documents for probate proceedings. We document all asset transactions, verify complete asset inventories, and prepare distribution proposals that meet legal requirements. Our expertise covers estates of varying complexity, including those with business holdings and real estate assets.
Conservatorship Reporting
We provide detailed financial reporting for conservatorships, documenting all financial activities related to protected individuals' assets. Our reports meet court requirements for periodic accounting and final settlements, ensuring transparency while maintaining strict confidentiality throughout the process.
Asset Identification
Our team identifies and verifies all assets held in trusts, estates, and conservatorships, ensuring complete documentation of cash, securities, real estate, and business holdings. We confirm asset ownership and valuation through thorough examination of financial records and supporting documentation.
Distribution Proposals
We prepare clear distribution schedules for estate closures, trust terminations, or legal settlements. Our proposals detail the division of assets between beneficiaries according to legal requirements, providing transparent documentation that facilitates smooth final distributions.
People
Heather Hamilton
Managing Principal
Heather leads our team with over 15 years of fiduciary accounting experience, specializing in complex trust and estate matters. She ensures our firm maintains the highest standards of accuracy and compliance.
Kyle Haas
Senior Director
Kyle oversees major accounting engagements, applying his expertise in probate court requirements and asset management documentation. He has directed hundreds of fiduciary accounting projects to successful completion.
Alaina DeWit
Senior Director
Alaina specializes in complex asset documentation and income/principal allocations. With extensive experience in Uniform Principal & Income Act compliance, she ensures our reports meet strict legal standards.
John Pratuch
Senior Director
John manages high-profile fiduciary accounting engagements, leveraging his background in financial institution collaborations and court-mandated reporting requirements to deliver reliable solutions.
Kay Gertmenian
Director of Marketing and Client Relations
Kay coordinates client communications and service delivery, ensuring seamless interactions between our accounting team and clients throughout the fiduciary accounting process.
Questions
What services does Fiduciary Accounting Services provide?
We specialize in fiduciary accounting for Trusts, Estates, and Conservatorships, preparing court-compliant financial reports that document all transactions during administration periods.
Who are your typical clients?
Our primary clients include attorneys, individual trustees, bank trust departments, and court-appointed administrators handling fiduciary responsibilities in California.
How do you ensure accuracy in complex cases?
Our team applies extensive experience with Uniform Principal & Income Act requirements and maintains rigorous quality checks throughout the accounting process.
What makes your firm different from general accounting firms?
We focus exclusively on fiduciary accounting, giving us specialized expertise in probate court requirements and complex asset documentation that general firms lack.
How do you handle confidential information?
We maintain strict confidentiality through secure systems and trained personnel, ensuring all sensitive financial records remain protected throughout our engagement.
What is your typical turnaround time?
While varying by case complexity, our streamlined methodology typically delivers completed fiduciary accountings within agreed deadlines, often within 30-60 days.
