Fullerton, California, Estate Planning Attorneys
At the probate and trust administration law firm of Patterson, Hanna & Associates, we provide skilled and responsive legal services to clients throughout Orange County. If you have been asked to prepare an accounting, or if you need help with the estate distribution process, we can help to ensure that both processes are done accurately and in accordance with applicable laws.
To schedule a consultation with an Orange County estate distribution attorney, contact our firm today.
Accountings
If you have been requested to prepare an accounting, our firm can help. Preparing an accounting during the probate process will show penny for penny how assets have been spent thus far. Specifically, a final accounting may include:
- Showing inventory of assets at the beginning of the accounting period
- Valuing of assets
- Gathering receipts (both personal and business)
- Showing disbursements
- Showing distribution of assets to beneficiaries
- Showing inventory of assets at the end of the accounting period
An accounting will lay out this and other information in a very specific manner. Our firm is experienced at doing private accountings for beneficiaries, as well as demanding accountings from trustees. We have done numerous court-supervised accountings on behalf of clients in Orange County.
Estate Distribution
Our firm's attorneys also assist clients in the estate distribution process. Once all bank accounts have been closed, all debts and taxes have been paid, and all other probate-related tasks have been completed, we help with the process of distributing assets to beneficiaries. Acting in accordance with the California probate laws and the terms of the will is critical. Our firm's lawyers are highly experienced at the estate distribution process. We can help you address any issues that arise during this process.
Start With a Free Consultation
To find out more about preparing an accounting, or for information about the estate distribution process, call us at 714-888-4834 or send us an e-mail.
