Services
Fiduciary Accounting & Trust Administration Services
Service One
Fiduciary Accounting
Court-ready fiduciary accountings for California attorneys and professional fiduciaries.
Trust Accountings
First and final accountings, interim accountings, and accountings required for trust administration.
Guardianship Accountings
Annual and final accountings prepared in compliance with California Probate Code requirements.
Conservatorship Accountings
Annual and final accountings prepared in compliance with California Probate Code requirements.
Probate Accountings
Estate accountings for submission to the California Superior Court.
Special Needs Trust Accountings
Accountings prepared in accordance with the specific requirements of special needs trusts.
Every accounting is prepared with meticulous attention to California Probate Code requirements and court formatting standards — so you can file with confidence.
Service Two
Trust Administration Support
Trust administration is complex, time-sensitive, and detail-intensive. I provide experienced paralegal support to attorneys and professional fiduciaries.
Trust Administration Coordination
Guiding the administration process from opening to close, ensuring deadlines and statutory requirements are met.
Beneficiary Notices & Communications
Preparation of required notices under California Probate Code.
Asset Inventories & Date-of-Death Values
Organizing and documenting trust assets.
Distribution Planning Support
Preparing distribution schedules and supporting documentation.
Service Three
Court Filing & Probate Note Support
From petition preparation through court resolution, I help ensure your filings are accurate, complete, and responsive.
Petitions to Approve Accountings
Drafting petitions for court approval of fiduciary accountings, prepared to meet local court rules and formatting requirements.
Probate Note Support
Reviewing and addressing probate notes issued by the court, preparing responsive pleadings and supplemental documentation as needed.
Whether you need a single accounting, ongoing trust administration support, or help with court filings and probate notes, I provide dependable, knowledgeable assistance — so your clients are served with care and your office runs smoothly.