Trust, Probate, Conservatorship, and Guardianship Accounting
Managing all aspects of being a trustee, executor, or conservator can be daunting - not to mention having to provide the court and beneficiaries with trust/probate accounting. Leave It To Jeralyn offers completion of the required fiduciary accounting schedules for the attorney to submit to the court and beneficiaries.
Services
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Document Organization and Management
Assisting the trustee/executor in gathering and organizing the appropriate documents for the accounting
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Preparation of Account Schedules
Preparing fiduciaries’ account schedules for the trustee, executor, or the probate court in an efficient, and accurate manner
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Guaranteed Delivery
Ensuring deadlines are met and the accounting is handled in a timely manner for the estate attorney to meet their deadlines
Client Testimonials
“I have had the pleasure of working with Jeralyn on multiple cases where she assists my clients with organizing financial information and preparing trust accountings and probate estate accountings. She has been an invaluable resource to my clients, and she plays a significant role in getting the trust administration or probate administration concluded in a timely manner. I do not hesitate a second to recommend her to my clients.”
— Attorney
“Jeralyn’s work allows me to focus on the client. Her work is always accurate, detailed and on time. Jeralyn is a valuable addition to our practice.”
— Attorney
“Jeralyn demonstrates a passion for her work and with great integrity. She was able to put my mind at ease when it came to the daunting task of dealing with my beloved aunt's estate. She handled the trust accounting in a timely manner and her attention to detail allowed me to focus on other estate tasks. Jeralyn is truly a pleasure to work with.”