Three Routes.
One Destination.
Estate accounting, trust administration, and succession planning — each service is designed for a specific point in the financial journey. Explore what each one covers and find the path that fits your situation.
Back to HomeFinding the Right Starting Point
Estate and trust accounting covers a lot of ground. Some situations call for a complete picture of an estate's finances from start to close. Others involve an active trust that simply needs reliable, ongoing accounting support year after year. And some families are looking ahead to plan how assets will pass to the next generation.
Each service below addresses one of those needs distinctly. The scope is defined, the pricing is set, and the work is carried out with the care that fiduciary accounting requires.
Trust
Support
Planning
Estate & Trust Accounting
What This Service Covers
Managing an estate or fiduciary account requires a clear, organized record of every financial movement — from the time an estate opens to its final distribution. This service provides structured accounting for that entire span, regardless of how long it takes.
The work adapts to the complexity of the estate. A modest account with a few assets and a straightforward distribution is handled efficiently. A more complex situation — multiple asset classes, ongoing income, several beneficiaries — receives the depth it needs.
What Is Included
Who This Serves
Trustees and executors handling an estate for the first time often find the accounting requirements surprisingly detailed. This service is suited to those situations — whether you are a family member stepping into a fiduciary role, an attorney managing an estate for a client, or a trustee seeking organized records that will hold up to scrutiny.
Pricing confirmed after initial review
Trust Administration Support
Renewal reviewed annually
What This Service Covers
An active trust continues to need accounting attention for as long as it remains open. Income flows in, distributions go out, assets shift, and records need to be kept in a form that satisfies both the trust document and any beneficiary who asks to see them.
This service runs alongside your role as trustee, providing the financial record-keeping that fiduciary responsibilities require — without asking you to become an accountant yourself. Statements are prepared annually, and the records are maintained in a format that is clear, organized, and accessible when needed.
- – Annual accounting statement for the trust
- – Records of all distributions made
- – Asset-level records for trust-held property
- – Compliance review against trust provisions
- – Annual engagement, renewed each year
- – Scope reviewed before each renewal
- – Communication as needed through the year
- – Deliverables documented in engagement letter
Who This Serves
Individual trustees — particularly those who came to the role through a family relationship rather than a professional background — often find annual accounting to be among the more demanding parts of their responsibilities. This service is structured to take that task off their plate while keeping them fully informed about the trust's financial position.
Succession & Transition Planning
What This Service Covers
Transferring a business or estate to the next generation is rarely a single transaction. It involves a series of financial decisions, each with its own tax implications and timeline considerations. This service creates the documentation and analysis that allows those decisions to be made with clarity, rather than under pressure.
The work moves at the pace that makes sense for each family or business owner. There is no fixed timeline imposed — the service is complete when you have a clear, documented picture of your options and a transition framework that reflects your intentions.
How the Work Unfolds
Who This Serves
Business owners who have spent decades building something and are beginning to think about what comes next. Families where a substantial estate will eventually need to transfer across generations. Situations where the financial picture is clear enough that planning is possible, but the path forward still needs to be mapped out deliberately, without unnecessary complexity or pressure from any direction.
Scope confirmed at initial consultation
Services at a Glance
Not Certain Which Applies?
Many situations involve more than one of these services, or fall somewhere between them. The starting point is a conversation — no commitment, no pressure. Once the situation is understood, it becomes clear which service fits, or whether a combination makes sense.
The first step is a conversation.
Share a bit about your situation and we will respond with an honest assessment of what the work involves and what to expect from the process.
Contact Tolvane