Trust and Estate Accounting Services
At Advisors Management Group, our team of experienced professionals are experienced in all aspects and issues that are unique to trusts and estates. Our skilled advice is backed up by practical experience and insight to ensure that you, as an executor or trustee, are fulfilling your fiduciary duties in regard to appropriate accounting procedures. We can review estate and trust documents to confirm they are being managed properly and assets are properly accounted for.
We can prepare accounting paperwork for you even if you are already working with an attorney to handle the administration of the estate or trust. We will work closely with your attorney to ensure that your estate or trust is being managed in a way that is most appropriate for your own unique circumstances.