Our Services
Book a consultation today, and discover how we match unparalleled knowledge and exceptional personal service. Whether you require a simple report to estate beneficiaries, or a comprehensive history of years of trust administration, discover the discreet sophistication that defines our practice, ensuring your peace of mind and the utmost priority to your estate accounting needs.
Passing of Accounts
Estate accounting for contentious matters requires expertise and experience in the prescribed forms and format required for litigation under the Rules of Civil Procedure. We prepare premium and professional reports suitable for executors, trustees, and attorneys for property.
Counsel Connect
Our services are not legal advice. If you find yourself in need of assistance, we would be pleased to connect you with a team of expert lawyers to provide you with advice and solutions for all of your estate-related needs.
Bookkeeping and Reports
Fiduciary’s have an obligation to keep accounts and report on their transactions. We offer our clientele the opportunity to maintain and report at regular intervals, which can ensure that matters remain uncontentious, relationships are maintained, and funds are administered in a timely fashion.
