We prepare and defend detailed accountings for trusts, probates, conservatorships of the estate, and Special Needs Trusts in all matters where court oversight requires formal reporting under the Probate Code.

Court accountings are highly technical. They must comply with strict statutory formatting, disclosure, notice, and reporting requirements. Errors in structure, categorization, or calculation can lead to objections, delay, surcharge exposure, or rejection by the court. Many fiduciaries — and even attorneys — underestimate the precision required.

We approach accountings with the same discipline we bring to litigation. From transaction categorization and principal-versus-income analysis to reconciliation, supporting documentation, and court presentation, we ensure that accountings are accurate, defensible, and structured for approval.

Our experience allows us not only to prepare accountings properly, but to respond strategically when objections arise. We have a strong record of successfully clearing complex accountings and obtaining court approval in contested and high-scrutiny matters.

Proper accounting protects the estate, protects the fiduciary, and reduces litigation risk. We treat it as the technical legal process that it is — not as bookkeeping.