Estates and Trusts

Individuals who find themselves in the role of Personal Representative or Trustee may feel honored to have been appointed. But the duties and responsibilities, often unknown to the appointee, can turn this honor into a headache. Personal Representatives and Trustees are held to the Fiduciary Standard in the administration of the related accounts. This standard requires prudent investment management, the filing of periodic accountings, and the filing of tax returns. An understanding of the Probate Code, the IRS Code, and the complex language of the document are all necessary for proper administration.
Pople Financial Consulting, Inc. has the knowledge and experience to assist individuals to faithfully and efficiently fulfill their duty as Personal Representatives or Trustees.
We provide:

  • Guidance with prudent investment management
  • Preparation of required accounting
  • Tax return preparation
  • Assistance in avoiding litigation
  • Forensic accounting
  • Expert witness testimony