Allied Fiduciary Services
Guidance. Compliance. Solutions.
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Navigating the complexities of trust, estate, and corporate administration requires a balance of strategic consulting, financial precision, and – at times – conflict resolution.
Allied Fiduciary Services serves as a single entry point connecting fiduciaries, beneficiaries, and legal counsel with specialized expertise tailored to their exact needs.
Specialized support - built by experience.
Featured Practice Areas
Fiduciary Support: Step-by-step guidance and practical advice for new or other non-professional trustees, personal representatives, and guardians.
Annual & Court-Ready Accountings: Preparation of formal, court-compliant fiduciary accountings for trusts, estates, and guardianships.
COLA & Distribution Calculations: Precise Cost-of-Living Adjustment (COLA) computations, statutory fee calculations, and complex distribution schedules.
Expert Witness Testimony: Credible, clear trial testimony for probate, trust, and fiduciary litigation.
Inter-Professional Coordination: Streamlining workflows and communication between estate planning attorneys, CPAs, wealth managers, valuation experts, and real estate professionals.
Buy/Sell Consulting: Advisory services for partner buyouts, equity transfers, or business sales within an estate or trust context.
Comprehensive Fiduciary & Forensic Services
Business Valuation Reports & Analysis: Independent business valuations and valuation consulting for estate and gift tax reporting, partner buyouts, and fiduciary asset distributions.
Management of Inherited Businesses: Strategic oversight, interim administration, and transition management for closely held family business assets.
Independent Director Services: Objective corporate governance and independent decision-making for trust-owned entities and special purpose vehicles.
Estate & Gift Tax Consulting: Strategic advisory for complex trusts and estates, supporting fiduciary tax compliance, including assistance with estate tax apportionment.
Ongoing Trust & Estate Bookkeeping: Handling routine transaction tracking and monthly bank reconciliations (e.g., QuickBooks bookkeeping) for active trusts and estates.
Accounting Guidance for Fiduciaries: Establishing fiduciary accounting systems, charts of accounts, and record-keeping protocols.
Funds Tracing & Asset Reconstruction: Detailed forensic analysis to track commingled funds, identify unauthorized transfers, and uncover hidden assets.
Fraud & Economic Damages Analysis: Objective financial investigations and economic loss calculations for contested proceedings.
Receiver & Special Master Services: Court-appointed neutral management for complex civil, marital, or probate disputes.
Additional bespoke fiduciary, valuation, and financial consulting services available upon request.
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