Probate Accounting
Probate can be a long road. We help you navigate the process with accuracy and care.
We provide detailed financial documentation required for probate court and final accountings for beneficiaries. From the first filing to the final report, we help make the process as smooth and stress-free as possible.
Court-ready probate accounting preparation
Estate asset inventory
Expense tracking and claim review
Final distribution summaries
Attorney and beneficiary coordination
Services
Team members
We offer calm, detailed support throughout probate, helping families stay grounded through each step.
PARTNER
Michael H. T. Lee
CPA, CFE
SENIOR TRUST ASSOCIATE
Corey Nakakura
Meet with us
Let’s talk about how we can support you through this chapter.