Accountings and Estate Distribution | Patterson Law Firm

Estate Planning

Accounting and Estate Distribution Lawyers

ACCOUNTINGS AND ESTATE DISTRIBUTION

If you have been asked to prepare an accounting or need help with the estate distribution process, Patterson Law Firm can help to ensure that both processes are done accurately and in accordance with applicable laws.

Accountings

Preparing an accounting during the probate process will show penny-for-penny how assets have been spent thus far. 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

Estate Distribution

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 and we help you address any issues that arise during this process.