Working with Attorneys & Financial Advisors

In working with probate attorneys, because of our background and knowledge, we know what is needed in order to probate an estate. We are able to expeditiously gather and deliver the required information, without the need of detailed instructions from the attorneys.

Working with estate planning attorneys, we assist clients who have financial trusts and need to track money going in and out of the trusts. Since many clients either do not have the time, or the desire and knowledge for this type of work, we are hired to handle their bookkeeping. We do all of the tracking and keep the attorney and accountant up-to-date with financial reports. The tasks can be challenging as clients usually do not keep a good paper trail. With our assistance we keep all documents and records organized thereby relieving the attorney and accountant valuable time in tracking these accounts.