Plain-English answers on fiduciary accounting.
Practical guides for trustees, executors, conservators, and the attorneys and fiduciaries who help them. General information — not legal or tax advice.
What does a trust accounting cost?
Why hourly firms won't quote up front, what actually drives the price, and how a flat fee compares.
OverdueYears behind on an accounting?
What happens when a trustee falls behind, the personal-liability risk, and how to get current from raw records.
Court formatCalifornia vs. Florida court formats
§1061 / GC-400 in California, Fla. Prob. R. 5.346 / §744.3678 in Florida — and what UFIPA changed in both.
Principal & incomePrincipal vs. income, explained
The distinction generalists get wrong — what it means, why beneficiaries care, and how UFIPA allocates each.
ToolsCan QuickBooks do a trust accounting?
It keeps the books but can't produce a court format with principal and income separated. What to use instead.
Trustee liabilityWhat is a trustee surcharge?
How unexplained transactions put your own assets at risk — and how a complete accounting protects you.
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