Be the firm that always has an answer.
A client dies. The family calls the firm that drafted the trust or managed the money. Someone is now a trustee or executor, they owe an accounting, and all they have is a box of statements and a shoebox of receipts. Preparing court accountings isn't what the firm does — and until now, there was nowhere good to send them. The firm keeps the client and the relationship; we do the accounting.
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The one thing the firm doesn't do, done right.
A court accounting isn't drafting and it isn't a tax return. It's §1061 format, principal split from income under UFIPA, and charges that equal credits to the dollar — reconstructed from records that don't reconcile. QuickBooks can't produce it. We do only this.
The client stays put
We do only the accounting and hand it back. We don't practice law, we don't take the matter, and we don't compete for the relationship.
Flat fee, never a blind quote
We scope the records first, then quote a fixed price — scoped precisely to what's provided, with posted rates for anything missing. No open-ended meter, no surprises to explain to the client.
Fast — weeks, not months
AI-assisted reconstruction does in hours what hourly work bills for weeks. Court-ready output plus the workpapers behind the numbers.
Even the small matters
Hourly firms price modest estates out of reach. Our flat-fee efficiency finally makes the small, simple ones worth doing right — so there's finally somewhere to send them.
Court-format, CA & FL
California §1061–1063 / GC-400/405 and Florida Fla. Prob. R. 5.346 / §744.3678, with principal and income separated under UFIPA. Charges equal credits to the dollar.
Independent & impartial
A specialist fiduciary-accounting firm — not CPAs, not a law firm. An independent accounting that holds up when parties disagree.
The call with no good answer — yet.
Every firm recognizes these. Each one ends with a client stuck, looking to the firm for an answer.
- A client was just named successor trustee or executor and has no idea what they owe, to whom, or by when.
- A beneficiary is demanding an accounting — or has already petitioned the court to compel one — and the deadline is real.
- The accounting is years overdue and the records are raw bank, brokerage, and credit-card statements — or nothing at all.
- Accounts are commingled, or a prior trustee left things tangled and nobody can say what happened.
- Nothing can be distributed until the court approves a final account — and the family is asking why they haven't been paid.
- A clean, return-ready ledger is needed before anyone can file the 1041 / 541.
- The estate is too small for anyone to take on by the hour — and the client still owes the court a number.
A simple, no-risk hand-off.
The firm refers the matter
Introduce us, or send the basics. No sensitive financial data by email — we set up a secure, encrypted channel for documents.
We scope it — free — and quote flat
We review what records exist, flag gaps, and deliver a one-page scope with a fixed price before anyone commits a dollar.
We deliver court-ready; the relationship stays with the firm
A court-format accounting the client's attorney can file, plus GAAP-basis financials and workpapers. The client stays with the firm; we're happy to be the quiet engine behind it.
A flat fee to quote on top of.
The firm files the 1041. Then the client asks for the court accounting too — and it's a choice between turning the work away or learning §1061 on the client's dime. Sub it to us instead. The price is fixed before the work starts, so the firm can quote the client with confidence and keep the engagement. No hourly meter, no surprise at the end, nothing to explain later.
Send us the next problem accounting.
We'll do the first one at a reduced founding-partner rate to show the work. Reach us at info.fiduciary@fourlinescapital.com or send the matter below.
General information and accounting preparation — not legal or tax advice, and not an attorney or CPA engagement. We prepare accountings; we don't represent anyone in court.