Estates & Fiduciary Disputes
Fiduciary accounting services for estates, trusts and disputes
Did the fiduciary do what the document required?
Trustees, executors and agents hold other people's money. When beneficiaries ask questions, we reconstruct what happened and report it plainly.
Who calls us
Estate and trust attorneys, fiduciaries, families
Attorneys call us for accountings that do not add up. Fiduciaries call us to document that they acted properly.
Estate, Trust & Fiduciary Financial Services
Elder financial exploitation
Fiduciary accounting review and tracing of lifetime transfers
When a loved one's money is at stake, the records tell the story. Answer the questions below to see how forensic accounting can help.
Start hereYou are a beneficiary, family member, fiduciary or attorney with questions about how someone's finances were handled. Answer each question; most matters involve more than one.
- 1
Did someone with a power of attorney, joint account or caregiving role control the person's money?
YesFiduciary Activity Review
Reconstructing what came in and went out under the agent, caregiver or joint owner, and separating legitimate expenses from personal benefit.
No, or next - 2
Is an elderly or vulnerable person, living or deceased, believed to have been financially exploited?
YesElder Financial Exploitation
Tracing withdrawals, transfers, new accounts, scams and changes to titles or beneficiaries, with schedules to support recovery or referral.
No, or next - 3
Does a trustee, executor or guardian need to file an accounting, or are you challenging one?
YesFiduciary Accounting Review
Preparing or testing accountings for the court, and identifying missing assets, improper fees or commingled funds.
No, or next - 4
Were gifts, loans or transfers made before death or incapacity that change who receives what?
YesLifetime Transfers & Tracing
Identifying gifts, advancements and transfers, and tracing assets that belong in the estate or trust.
No, or next - 5
Does the estate or trust hold a business, real estate interest or other hard-to-value asset?
YesEstate Asset Valuation
Date-of-death and distribution valuations of business interests, including discounts for lack of control and marketability.
No to all?Even without signs of wrongdoing, an independent review of the fiduciary's records gives families confidence and can resolve disputes early. Every path then leads to resolution →
Then: how will the matter be resolved?
Our role adapts to the path the matter takes.
If resolving privately
We act as a consulting expert, organizing the records and modeling settlement and distribution scenarios for the family and counsel.
If the court supervises
We prepare or review fiduciary accountings and supporting schedules for guardianship, estate and trust proceedings.
If seeking recovery
We serve as a testifying expert in surcharge, removal and recovery actions, with a clear report and testimony at deposition and trial.
Every path starts the same way
A conversation with you or your attorney, our Fiduciary & Elder Exploitation Questionnaire and a tailored document checklist, all shared through our secure client portal.
Elder financial abuse and fiduciary accounting: what you receive
- A reconstruction of account activity
- Findings tied to the governing document
- Exhibits counsel can use in court or mediation
- Expert testimony if needed
Let's protect what matters most.
1-866-825-0342Client reviews