Probate Administration & Accounting Support for Probate Attorneys

• Probate
• Estate Administration
• Formal Administration
• Summary Administration
• Ancillary Administration
• Probate Accounting
• Creditor Claims
• Beneficiary Matters

• Testate Estates
• Intestate Estates
• Contested Estates
• Ancillary Estates
• Fiduciary Accounting

• Opening Estate
• Inventory
• Creditor Administration
• Asset Administration
• Estate Accounting
• Distribution
• Closing Estate

• Opening
• Inventory
• Creditor Period
• Administration
• Accounting
• Distribution
• Closing

• Petitions
• Inventories
• Asset Schedules
• Creditor Tracking
• Beneficiary Schedules
• Court-Format Accountings
• Closing Packages

• Florida
• California
• Georgia
• New York
• New Jersey
• Nevada
• Federal districts in those states

What support does PF Consulting Firm provide for Probate Attorneys?

Attorneys administering formal and summary estates across multiple counties. We prepare petitions, inventories, asset schedules, creditor tracking, beneficiary schedules, court-format accountings, closing packages under the direction of the ordering attorney, who reviews, revises and signs everything we produce.

What matters can PF support?

Opening Estate; Inventory; Creditor Administration; Asset Administration; Estate Accounting; Distribution; Closing Estate.

What documents can PF prepare?

Petitions, Inventories, Asset Schedules, Creditor Tracking, Beneficiary Schedules, Court-Format Accountings, Closing Packages. Every line item and its flat fee is listed on this page.

What does the service cost?

Probate accounting is $1,297 per accounting year. Each additional accounting year is a separate $1,297 (2 years = $2,594, 3 years = $3,891, 4 years = $5,188, 5 years = $6,485). Additional financial accounts are $497 per account per year, and higher transaction volumes move to the published per-year volume tiers. Other probate documents are flat-fee per assignment.

What affects pricing?

Record volume, number of parties, accounts, years or providers involved, record condition, court-specific formatting, reconstruction of incomplete records and rush timing. Anything outside the confirmed scope is quoted before it is produced.

What does the attorney need to provide?

Signed PF Consulting Firm service agreement; Case caption, court, division and case number (where a case exists); Any prior filings or drafts you want the deliverable to match; Your firm's formatting, caption and pleading-paper standards; Letters, order of appointment and operative will; Complete financial statements for every account and year; Prior inventories and accountings; Creditor claims, notices and receipts.

How are documents uploaded?

Through the PF secure upload vault after payment and matter intake. We do not accept case records by unsecured email attachment.

How long does preparation take?

Standard preparation on the turnaround published on each service page; rush preparation where capacity allows, at the published rush uplift.

Are revisions included?

Individual orders include one factual revision within the original contracted scope unless the service card states otherwise. Monthly law firm support plans include up to five revisions per case within membership scope.

Does PF file the documents?

No. PF does not file, e-file, serve, calendar or appear. The ordering attorney identifies, verifies and controls every deadline, filing requirement and service obligation.

Who determines legal strategy?

The ordering attorney. PF is not a law firm, does not practice law, does not give legal advice and does not select strategy, claims, defenses or eligibility theories.

Who reviews the final work?

The ordering attorney. Nothing PF prepares is final until the supervising attorney reviews, revises and approves it.

How does an attorney place an order?

Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, work the document checklist, upload to the secure vault, then we prepare and deliver for attorney review.