We Love Messy Data.
Years of disorganized trust and estate records turned into clean, state-ready, court-format accountings — the cleanup nobody else will take.
State-ready accountings — starting in California and Florida, expanding across states that have adopted the Uniform Fiduciary Income and Principal Act (UFIPA).
When we're done, it's ready to file — and you also get a clean set of GAAP-basis financial statements (income statement & balance sheet) and workpapers.
A flat fee — often a fraction of what open-ended hourly reconstruction runs. You know the price before we start.
Never a blind quote. We assess your records first, then quote a fixed price — before you commit a dollar.
Messy statements, organized into the court schedules — balanced & court-ready.
You — or your client — stepped in as trustee, and inherited a mess.
Maybe the prior trustee fell years behind. Or a parent just passed and left bank, brokerage, and property records scattered across accounts, drawers, and inboxes — never organized to hand over. Either way, it's now on you to turn it into a clean, court-ready accounting. That's normal — most matters arrive this way.
- A recent death — or years of neglect — left a pile of the decedent's records, and now the court, a beneficiary, or the trust itself needs a proper accounting.
- The records are raw bank, brokerage, and credit-card statements — boxes or PDFs, with no real ledger to import.
- Accounts were commingled, a prior trustee left things tangled, or the matter simply sat untouched for years.
- You've heard a delinquent or unfilable accounting can put your own assets at risk — and you want it handled.
The good news: this is exactly what we fix. Most trusts arrive this way. Bring us the mess.
Not just for trustees.
If someone has to account for money that isn't theirs — or simply wants the truth about how it was handled — we can help.
Trustees
Successor or current — annual, change-of-trustee, and final trust accountings.
Executors & administrators
Estate accountings for the petition for final distribution.
Conservators & guardians
Court-supervised GC-400 / GC-405 accountings, done right.
Beneficiaries
Who want a clear, honest accounting of what actually happened.
We work with CPAs — not around them.
A cleaner, faster way to get control of the books. Hand us the mess; you (or your client) get a court-ready accounting and clean workpapers — and your CPA gets a tidy ledger to build the return on.
Why your CPA isn't the answer for this.
Your CPA prepares the tax returns — and should. But most CPAs aren't set up to dig through boxes of messy records; they'd rather start from a clean set of books. The court accounting is a different, specialized job: reconstruct the mess, separate principal from income, and put it in the format the court accepts. We do only that — and hand your CPA the clean books they actually want.
What your CPA does
- Prepares the fiduciary income-tax returns (Form 1041 / California 541).
- Signs and files the returns; advises on tax strategy.
- Bills the court-accounting reconstruction at full hourly — because it isn't their specialty, and the cost adds up fast.
What we do
- Reconstruct years of raw transactions into a clean, categorized ledger.
- Separate principal from income under the Uniform Fiduciary Income and Principal Act (UFIPA) — the rules generalists most often get wrong — and present it in the court-format your state accepts (§1061 in California).
- Flat-fee, faster, predictable — then we hand the clean books back to your CPA for the returns.
We make your accountant's job easier, not harder.
We turn financial chaos into court-ready accountings.
Built on decades of experience and highly secure technology — the kind of reconstruction work most software chokes on and most generalists run from.
Financial software builder
We build financial systems used by institutions and the public — and an Intuit Silver partner inside the QuickBooks ecosystem.
AI-assisted reconstruction
AI-assisted and rules-based engines chew through thousands of unstructured transactions — every line verified by professional judgment.
Decades under deadline
A career reconstructing messy insolvency and receivership records under court deadlines — turning chaos into filable records.
Security built in
Encrypted intake, least-privilege access, and a real data-handling policy — built by someone who's done security and compliance for a living.
The 7-Year Trust
A successor trustee inherited a family trust with seven years of unfiled returns and nothing but raw bank and credit-card statements. We reconstructed the full history, separated principal from income, and delivered a clean, filable set of books — getting the trustee back toward compliance and out of personal-surcharge risk.
Anonymized at the client's privacy. No names; figures generalized. Outcomes depend on the records available and are not guaranteed.
A clear path — never a blind quote.
We assess first, quote a fixed price, then do the work in stages. You only take the next step when you're ready.
Free scope No cost
A free 15-minute call. Tell us what you're holding; we'll tell you what we see and what comes next. No commitment.
Fixed-fee diagnostic
We inventory what records exist and what's missing, estimate the volume of transactions and accounts, flag any unrecoverable gaps, and deliver a one-page scope with a fixed quote for the cleanup.
Cleanup & reconstruction
We turn years of raw statements into a clean, categorized ledger with principal and income properly separated — the part the software can't do.
Court accounting
The §1061–1063 schedules now flow from the clean ledger (GC-400/405 for conservatorships): a court-ready PDF plus workpapers your attorney can file. Alongside the court filing you also receive a clean set of GAAP-basis financial statements (income statement & balance sheet, prepared under the personal financial statements framework).
Hand-off to your CPA
We deliver the now-clean books to your CPA or EA for the 1041 / CA 541 returns. A natural two-way referral — we make their job easier.
Ongoing (optional)
Keep the books current going forward, plus optional prudent-investor (UPIA) oversight that documents compliance and reduces fiduciary liability.
We stand behind our work.
Court-ready, guaranteed. If a probate court rejects your accounting because of a preparation error on our part, we correct it — at no charge.
We back up the numbers. If your accounting is questioned, we'll explain and support the methodology and figures we prepared. We're your accountant, not your attorney — your lawyer handles the legal case; we stand behind the accounting.
Inherited a mess? Let's scope it — free.
Call for a free 15-minute scope. We'll tell you what we see and quote a fixed price before you commit a dollar.
Get your free 15-minute scopePrefer email? Reach us at info@fiduciary.fourlinescapital.com. We provide general information and accounting preparation — not legal or tax advice. Confirm deadlines with your attorney or the court.
Get a fixed-price scope
A few details and we'll reach out. Please don't send account numbers or statements yet — we'll set up a secure channel after we talk.