Our firm provides several services in this area including formal accountings, along with asset identification, and valuation.
Reading the Books Behind an Estate
Contested estates almost always come down to the records — gifts during life, transfers between accounts, business interests of uncertain value, and fiduciary expenditures that may or may not have been proper. We assemble the financial history a court needs to resolve those questions.
Working With Personal Representatives and Counsel
We support personal representatives, trustees, and the attorneys advising them — preparing formal accountings, identifying and valuing assets, and quantifying surcharge claims. Where testimony is required at hearing or trial, we are prepared to give it.
