Probate Accounting — $1,297 Per Accounting Year

Included

• • Receipts, disbursements, income, expense and distribution schedules
• • Account reconciliation
• • Supporting schedules in XLSX and PDF
• • One revision round

Not included

• • Filing the accounting
• • Serving beneficiaries
• • Fiduciary or tax advice
• • Audit or attest services

What does PF Consulting Firm provide under Probate Accounting — $1,297 Per Accounting Year?

Probate accounting is priced per accounting year, not per file. The base annual price includes a defined volume of bank statements, receipts, disbursements, income, expenses, asset activity, distribution activity, reconciliation and supporting schedules — up to 250 transactions and 2 financial accounts per accounting year. Volume and complexity above that threshold step up transparently, and you see the final number before payment.

Who is this service for?

Licensed attorneys and law firms who direct the assignment. PF accepts probate accounting work from firms in Florida, California, Georgia, New York, New Jersey and Nevada, and federal matters in those districts. PF does not accept this work directly from the public.

What does the service cost?

Flat fees in this category run $497 to $1,997, priced per assignment and confirmed in writing before work starts. Items outside the ordered scope are quoted separately rather than absorbed.

What is included?

Receipts, disbursements, income, expense and distribution schedules; Account reconciliation; Supporting schedules in XLSX and PDF; One revision round.

What is not included?

Filing the accounting; Serving beneficiaries; Fiduciary or tax advice; Audit or attest services.

What affects the price?

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

What documents does the attorney need to provide?

Bank and brokerage statements for each period; Receipts and disbursement records; Prior accountings; Letters and inventory; Real estate and business records.

How long does preparation take?

Standard preparation is 10–20 business days. Rush preparation is 5–7 business days (+35%) where capacity allows, at the published rush uplift.

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. PF delivers the prepared work product and, where contracted, an administrative completion checklist.

Who reviews the completed work product?

The ordering attorney. Every deliverable is prepared for attorney review, revision and signature. Nothing PF prepares is final until the supervising attorney approves it.

Are revisions included?

Individual orders include one factual revision within the original scope. Monthly law firm support plans include up to five revisions per case within the original scope; further revisions or scope changes are quoted.

How does an attorney place an order?

Confirm the scope in writing, pay the flat fee, sign the service agreement, complete the matter intake, then upload the supporting records through the secure vault. Preparation begins once the file is complete.