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Trusts
For families and individuals with Trusts we can prepare and maintain a regular accounting of all the financial transactions for the trust and report to the appropriate parties and legal representatives what has transpired.

We provide complete monitoring of all trust funds and their placement, including returns on trust investments to make sure they are meeting the objectives set forth by the Trustees. 

We are not investment advisors so we do not provide guidance as to where to invest funds, however, we can monitor the results to make sure they are achieving their intended returns and alert the trustees when a fund is not meeting expectations or we suspect fraud or other abuses, such as excessive fees.

We prepare complete accounting of the trust on a monthly, bi-monthly, semi annual or annual basis depending on the size of the trust, it's activity, and how much confidence there is in the investments held by the trust.

Our reports are strictly guarded and only distributed to the appropriately court appointed parties, so there is complete protection that the finances are properly shielded.
   
 
  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