Trust Accounting Support

Included

• • Principal and income schedules
• • Reconciliation
• • Distribution schedule
• • One revision round

Not included

• • Filing
• • Beneficiary communication
• • Tax or fiduciary advice

What does PF Consulting Firm provide under Trust Accounting Support?

Trust accountings are priced per accounting year with a complex tier for trusts holding business interests, multiple sub-trusts, brokerage portfolios or contested distributions.

Who is this service for?

Licensed attorneys and law firms who direct the assignment. PF accepts trust 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 $1,297 to $2,497, priced per assignment and confirmed in writing before work starts. Items outside the ordered scope are quoted separately rather than absorbed.

What is included?

Principal and income schedules; Reconciliation; Distribution schedule; One revision round.

What is not included?

Filing; Beneficiary communication; Tax or fiduciary advice.

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?

Trust instrument and amendments; Statements for each account; Prior accountings; Distribution 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.