Estate and Trust Service

Our firm provides comprehensive estate and trust support services to family, professional fudicary, law firms and attorneys in Southern California. We understand how difficult it can be to work through all the accounting and tax issues that arise with estates and trusts.

We are a cost‐effective alternative for families, professional fudicary, law firms and attorneys that do not have a fulltime estate and trust staff. Our experience in fiduciary accounting, tax compliance for estates and trusts, estate planning and administration and gift tax planning, makes us a valuable resource to you.

In our experience, accounts can include a wide range of assets including cash, real estate holdings, family limited partnerships, businesses and investments. It’s critical that you have a financial professional who understands how to manage these assets to preserve principle and generate income.

By outsourcing your fiduciary accounting needs to us, not only will we ensure the accountings are in compliance with the probate guidelines set by the governing state, but we will also ensure they are prepared in such a ways as to meet all the court requirements.

We understand how time consuming administration of the conditions set forth in the governing documents can be. With our assistance you will have more time to manage the trust, meet with clients, report to beneficiaries, manage investments and more.

Some of the services we offer include:

  • Ensure guidelines outlined in the governing document are being met
  • Prepare financial reports required by your state
  • Prepare fiduciary accountings for estates, trusts, conservatorships and more
  • Tax planning to minimize taxes for an estate, trust or beneficiary
  • Capital gains and losses
  • Prepare cash flow reports, income statements, balance sheets
  • Calculate fiduciary commissions
  • Allocate assets and transactions for beneficiaries and prepare schedules
  • Record and classify receipts and disbursements for tax and accounting purposes
  • Record capital changes
  • Allocate transactions between principle and income
  • Informal accounting
  • Estate tax returns
  • Gift tax returns
  • Fiduciary income tax returns
  • Decedent’s final income tax return
  • Post‐mortem tax planning

Let us know how we can help you with your trust and estate planning, fduciary accounting and tax planning needs. Call us now for your free consultation at 562.923.9231.

Get In Touch

At J.E. & Associates, we've been serving the accounting needs of Downey, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

J.E. & Associates

8301 Florence Ave Ste 316,
Downey, CA 90240
T: 562.923.9231
F: 562.923.8324
E: jesse@jnecpa.com

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