Fiduciary Accounting Consultants provides support to probate attorneys faced with preparing or reviewing an account. This firm will:

• Review estate, trust and conservatorship accounts for compliance with California's Principal and Income Act.
• Review subtrust funding to determine whether Bypass and Marital Trusts received the correct dollar amounts.
• Determinine how any noncompliance affects the client in terms of hard dollars and cents.
• Identify what additional documents and information, if any, are needed to properly evaluate the account and its impact on the client's rights.
• Prepare a report explaining how to correct the account (if the client is the fiduciary) or how to object to the account (if the client is a beneficiary).

Our services are performed on a contract basis with the attorney. We identify the problems and propose a solution; the probate attorneys get the credit with their clients.

Fees

We bill on a fixed fee basis. We charge $7500, in advance, for the above services.