A fiduciary is an individual or institution entrusted with carrying out the terms of a trust, conservatorship, guardianship or estate in a legal and ethical manner. A fiduciary serves either by court appointment or by agreement with a private party. Common titles for fiduciaries include Trustee, Conservator, Guardian, Executor and Administrator. Fiduciaries are required to provide periodic accountings to their clients and, if they are court-appointed, the accountings must be filed with the court for approval as well.
Their accounting should conform to the California Probate Code and detail all of the receipts, disbursements, distributions, sales, gains and losses that occurred within the accounting period. Do not let the mundane-sounding name fool you - fiduciary accounting is anything but dull! A properly prepared accounting offers valuable insight into the inner workings of a trust, conservatorship, guardianship or estate administration.
The information is presented in such a manner that most everyone, regardless of their educational or professional background, can understand.
Their accounting should conform to the California Probate Code and detail all of the receipts, disbursements, distributions, sales, gains and losses that occurred within the accounting period. Do not let the mundane-sounding name fool you - fiduciary accounting is anything but dull! A properly prepared accounting offers valuable insight into the inner workings of a trust, conservatorship, guardianship or estate administration.
The information is presented in such a manner that most everyone, regardless of their educational or professional background, can understand.
Services
After studying accounting at Northeastern University in Boston, I returned home to San Diego in 2002.
While many of my former classmates were climbing all over each other to get onboard one of the Big Four accounting firms, I knew that I wanted to head in a different direction.
I soon met Rick Williams, a private fiduciary based in Alpine, who introduced me to the world of trusts, conservatorships and other probate matters.
After just a few weeks of working with him, I found what I'd been searching for: the perfect blend of numbers, people and problem solving.
While many of my former classmates were climbing all over each other to get onboard one of the Big Four accounting firms, I knew that I wanted to head in a different direction.
I soon met Rick Williams, a private fiduciary based in Alpine, who introduced me to the world of trusts, conservatorships and other probate matters.
After just a few weeks of working with him, I found what I'd been searching for: the perfect blend of numbers, people and problem solving.
Whether you are a first time client or have been working with me for years, each new accounting always begins with a discussion, either in person or over the phone, about your case.
Once I've been briefed, I will give you a list of everything needed in order to complete the accounting.
In order to properly prepare your accounting, I will need bank statements, check registers, investment statements and trade confirmations, final escrow settlement statement(s), as well as any pertinent court documents (Inventory & Appraisal, previous accountings prepared by others, etc).
Once I've been briefed, I will give you a list of everything needed in order to complete the accounting.
In order to properly prepare your accounting, I will need bank statements, check registers, investment statements and trade confirmations, final escrow settlement statement(s), as well as any pertinent court documents (Inventory & Appraisal, previous accountings prepared by others, etc).
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