(626) 296-8670 ldugan@lduganlaw.com



Trustees, Conservators, Guardians, Executors and Administrators are frequently required to provide a detailed accounting of the money and assets held in the Estate they are charged with managing. These fiduciaries are required to account for all the income which has come into the Estate as well as all the funds used to pay the Estate’s expenses.

This accounting is more than providing the Court with the checkbook register. It includes preparing an accounting showing sales of assets, purchasing of assets, investing of asset and accounting for any change in the Estate.

These accountings can be lengthy and complex documents intended to educate the Court as to what has happened in the Estate during the previous period of time.