Court-Ready Fiduciary Accounting
Expand your firm’s capacity.
We handle the accounting.
We provide court-ready, strictly compliant accounting services for professional fiduciaries and attorneys. From high-volume standard schedules to complex historical reconstructions, we serve as your dedicated, in-house accounting department.
Shift Your Focus from Data Entry to Strategic Administration.
As a professional fiduciary, your highest value is in strategic administration, asset management, and client communication—not spending dozens of hours buried in transaction categorization and spreadsheet reconciliation.
California Probate Group, LLC., provides a scalable back-office accounting solution for independent fiduciaries and estate attorneys. We take the raw financial data off your desk and return perfectly balanced, court-ready formal schedules. By outsourcing the intensive data entry and formatting to our dedicated team, you immediately expand your caseload capacity while shielding your practice from examiner notes and beneficiary scrutiny.
Comprehensive Accounting Support Across All Caseloads.
High-Volume Court Accountings
We seamlessly integrate with your existing workflow to produce standard and simplified accountings formatted strictly to local California court rules. We deliver the complete package—Summary of Account, Receipts, Disbursements, Gains/Losses, and Property on Hand—ready for your signature and immediate filing.
Forensic Reconstruction & Clean-up
When you take over a file from a removed family trustee or step into a mid-administration disaster, you are often handed commingled accounts, uncashed checks, and years of missing data. We excel at untangling these forensic nightmares, methodically reconstructing the financial narrative into a defensible, balanced ledger.
Conservatorship & Special Needs Reporting
We manage the highly scrutinized, ongoing tracking of income and care expenses required for conservatorships and SNTs. We handle the initial Inventory and Appraisal integration, first-year accountings, and all subsequent bi-annual filings, ensuring your statutory reporting remains flawless.
Why People Choose California Probate Group, LLC.
Built by Licensed Fiduciaries, for Licensed Fiduciaries.
You do not have time to train a traditional CPA on the nuances of the California Probate Code. Our team speaks your language from day one.
UPIA Mastery
We execute flawless Principal vs. Income allocations, protecting your liability against remainder beneficiaries.
Inventory vs. Market Value
We strictly manage carrying values to ensure your schedules balance perfectly from the opening inventory to the closing property on hand.
Examiner-Proof Formatting
Our schedules are generated using industry-leading fiduciary software, precisely formatted to preempt local probate examiner notes and avoid costly court delays.
The parners
behind every case
Fiduciary work is deeply personal. When you partner with California Probate Group, LLC., you are not handed off to a rotating cast of junior administrators. Our core team—led by licensed, experienced fiduciaries—remains closely involved in the strategy and execution of every estate we manage. We combine institutional-level financial acumen with the empathy, accessibility, and responsiveness of a boutique practice.
Martin Lejnieks
Caitlin Cogan
A Streamlined Workflow for Your Practice.
Secure Data Handoff
Independent Reconciliation
Draft Review & Finalization
Partner with Professionals Who Speak Your Language.