Estate & Trust Attorneys
Forensic accountant for estate attorneys
Did the fiduciary do what the document required?
When beneficiaries question an accounting, you need the transactions reconstructed and explained. We give counsel the facts, with exhibits.
Questions we answer
- Do the fiduciary's accountings reconcile to the bank records?
- Were lifetime gifts or transfers proper?
- Was an elder financially exploited?
- What are the estate's business interests worth?
Fiduciary accounting services: how we help
Elder financial abuse investigations
How we work with counsel
- We can be retained through your firm, as a consulting expert under privilege.
- The principal does the work and speaks to you directly.
- Scope and fee are set before we start.
- You get findings in plain English, with exhibits you can use.
- If the matter is tried, the same expert testifies.
Talk to the expert who does the work.
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