what we do
Court Accounting Expertise At Your Fingertips
At Trustify Accounting Services, we’re here to support trustees and families with court accountings that are both accurate and easy to understand. If you’re a trustee who’s been questioned about account activity, or someone who just wants to make sure everything is properly documented, we can help. We prepare detailed financial reports that follow California probate rules and clearly show what’s happened with a trust, estate, conservatorship, or guardianship. We will make sure the numbers are right and the records are solid — so you can move forward with confidence and peace of mind.
CLIENT INTRODUCTION
We’ll start with a quick call or meeting to get to know you and understand your scope of work. After our chat, we’ll send you an engagement letter along with a checklist of the documents we’ll need to get started.
PREPARE SCHEDULES
We’ll prepare clear, detailed schedules, summaries, and additional supporting documentation as mandated by the California Probate Code. The final accounting will be organized and easy to understand.
IDENTIFY AND ANALYZE
We’ll identify and verify all assets to ensure everything is fully accounted for and properly documented. Additionally, we’ll review prior accountings (if applicable), tax returns, and legal documents to ensure all assets and liabilities are accurately included.
COMMUNICATE
We’ll stay in close contact with you throughout the process — keeping you informed, answering questions, and making sure you always know what’s next. We’ll maintain open communication with your attorney, tax preparer, and/or certified public accountant to ensure seamless coordination and that all necessary details are shared.
GATHER & ORGANIZE
Once we have received your documents, we’ll begin our inventory of all documents received. If we need anything else, we’ll reach out — no surprises, just clear communication
FINALIZE
We’ll provide accurate, transparent accounting documents tailored for beneficiaries, probate court, and legal proceedings — ensuring everything is clear, compliant, and professionally prepared.
what makes US different
Why choose Our services?
At Trustify Accounting Services, we simplify the complex. We turn detailed, often complicated financial transactions into a clear and straightforward fiduciary accounting process — providing you with reliable, actionable information. No matter the complexity of the case, our final reports are prepared to meet all legal standards and fiduciary responsibilities. Individual trustees, attorneys, banks, and court-appointed administrators trust us to guide the process from start to finish — ensuring every detail is handled with care, accuracy, and professionalism.
What Sets Up Apart?
We take a focused, hands-on approach to help simplify the accounting needs of trusts, estates, and conservatorships — making the process easier and more manageable for you and your clients.
Professional and Trustworthy
We value integrity and keep everything above board—no surprises, just straight answers.
Accurate and
Reliable
We provide precise, dependable accounting that you can trust, ensuring every detail is correct and transparent.
Responsive And Friendly Service
We’re here when you need us, with a team that listens, responds quickly, and genuinely cares.
Personalized Service
We tailor our approach to fit your unique situation, not a one-size-fits-all template.