The guardian of an estate, a trustee of a management trust, and the administrator in a dependent probate administration are all required to submit annual accountings for review and approval by the Court. Failure to file the required accounting or to do it properly can result in serious consequences including removal from your position and even personal liability.
Hammerle Finley’s trained staff can help you to meet all court requirements for accountings. Our services include, not just preparing the annual accounting, but compiling the necessary information on a monthly basis so all legal and court rules have been met and that annual accounting can easily prepared and filed on a timely basis.
Don’t let the technical requirements of a accounting trip you up. Let Hammerle Finley do it for you.