A4E Accounting
4
Everything
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Elder Financial Abuse

Estate Accounting

We offer two estate programs.  The first is the liquidation of an estate, while the second is the ongoing distribution of funds from an estate with trust accounts.

There is nothing easy about being an Administrator or Trustee for an estate or individual.


Accounting For Everything removes the tedious burden of paying authorized expenses in a timely and professional manner and the preparation of court required documentation.

Estate financial management is a tedious and thankless job.  Everyone has their financial needs and the estate typically has very specific guidelines that must be followed.  We work with all family or estate members to make sure that every financial concern is addressed and distributions are done timely and within the full scope of the estate trustee.

You have a life and the inconvenience of maintaining required financial records and documentation dramatically reduces your quality of life.  We strive to make sure that the estate trustee and their authorized members are properly informed and kept abreast of the financial condition of the trust.  Because we do this everyday, we can quickly and accurately process all financial transactions and have the automated forms that prepare the necessary documentation for distribution to all authorized parties.


We believe in complete transparency and do nothing without the approval of the Trustee, Administrator, or Court.  We also monitor the attorney and/or any organization tasked with providing services to make sure that financial abuse is not occurring and that accurate financial records are kept and presented on a monthly or quarterly basis to each authorized member of the Estate.

1. The client is always given the highest priority. We are aware of the trust and responsibility that is placed on us, and hence make it a point to keep a working personal relationship with each authorized member of the Estate. This is done through regular discussions and dissemination of financial documents.

2. With our extensive knowledge and expertise, we formulate an effect budget utilizing the Estate assets to meet your future financial needs. A number of factors come into play including net worth, asset mix, cash flow and estate issues. We will be able to make a personalized budget plan that works for each situation.  We are not investment advisers, so our input is solely based on the investment choices you have made, however, we do monitor the investments to make sure they are achieving their objectives.

3. We ensure clients are completely comfortable working with us. People are far more trusting when there is an open and honest discourse and all of the necessary financial information is provided freely.

4. We go out of our way to always be respectful, polite and well mannered. After all, Estate discussions are only productive if all parties are completely comfortable with each other. Regular access to financial data will help us in making any modifications and changes to your plan. Of course, we ensure that that the client is informed of all this much beforehand.

We are always ready to serve you and strive to provide the most efficient and cost-effective estate maintenance and distribution plan. We make sure that all our work is done only after detailed discussions with your attorney, life insurance agent and financial planners. For the most effective estate financial accounting plans, be sure to give us a call.


 
  Bookkeeping Services  |  Payroll Services  |  Production Accounting
Computer Consulting  |  Financial Planning  |  Form Design and Preparation
Tax Preparation  |  Credit Counseling  |  Personal Bill Paying Services  |  Privacy
Client Log-In  |  Contact  |  Frequently Asked Questions  |  Charity Payment Processing
Charity Accounting  |  Political Payment Processing  |  Political Accounting
Business Categories  Professionalism  |  Business Consulting  |  Employee Leasing
Inventory Management  |  Forensic Accounting  |  Forensic Accounting aFAQs
Conservator Frequently Asked Questions  |  Conservator AccountingGuardian Accounting
Estate Accounting  |  Trusts  |  Checks and Balances  |  Tax Implications
Why Us?  |  Get Started  |   Elder Financial Abuse  | Pricing and Rates
     
  Serving Burbank, CA; Glendale, CA; North Hollywood, CA; Sun Valley, CA; Los Angeles, CA; Toluca Lake, CA; Valley Village, CA; Studio City, CA; Atwater Village, CA; Los Felix, CA; Silver Lake, CA