Sample Accounting

Below is a sample of a very basic accounting for a Special Needs Trust. Although every accounting is customized and unique, this will give you an idea of what a fiduciary accounting looks like in its most basic form.

SoCal Fiduciary Accounting Services

Trusts   Conservatorships   Guardianships   Estates

Providing accounting services to professional fiduciaries, probate attorneys & individuals since 2002