Arizona Probate Accounting
Need us to complete your Conservatorship accounting for you? Click here for help.
Our Services
These services are billed by the hour. A flat fee can also be negotiated.
Trust and Estate
In most cases you are required to provide an accounting to the beneficiaries of an estate or trust. We can prepare the accounting in a simple way for them to understand. You just have to provide the statements.
Conservatorship
The probate court in Arizona typically requires conservators to prepare annual accountings. We wade through the complicated forms and prepare them for you, along with filing documents if you need them.
VA
We prepare the transaction log and complete the VA accounting form for you. This can be filed with the VA or we can walk you through how to file on their website.
Our Process
1
Consultation
A short phone or video call to understand your needs.
2
Information
We will send you a link to sign up for our secure client portal. Here you can upload the documents for we need to prepare your accounting. You can also see all the documents we prepare for you.
3
Preparation
We will prepare a draft of the accounting for you to review. After the review, final edits are made.