Fiduciary and Trustee Professional Services

Providing assistance to help fiduciaries meet their legal requirements

Our experienced team of advisors provides a comprehensive scope of accounting services for conservatorships, guardianships, estates and trusts. We have experience with a variety of Trusteeships including Super Funds and receiverships.

While each specific assignment is unique by design and purpose, our approach is consistent – identify the specific requirements for each client and provide thorough and efficient assistance to ensure the fiduciary requirements are being met in regard to appropriate accounting procedures. Whether this requires basic accounting paperwork, comprehensive financial analysis or assistance with litigation or court proceedings, the professionals at Schneider Downs Business Advisors will work closely with you and your attorney to ensure that your estate, foundation or trust is being properly managed.

In some cases, those requirements may include:

Detailed documentation of every transaction
Specialized reporting requirements
Asset reconciliations
Income/Cash verification
Preparation of required tax filings
Distributions made in accordance with applicable fiduciary documents
Proper execution of transactions

As a fiduciary, we respect the fundamental obligations of fiduciary duty:

The duty of management;

The duty of loyalty or preference;

The duty to account; and

The duty to disclose

About Business Advisory Services

The Schneider Downs Business Advisory team empowers organizations in making informed decisions across accounting, financial, legal, and operational areas. From the ground floor to the C-suite, we provide strategic guidance to help clients succeed in today’s rapidly evolving business environment.

Learn more about our Business Advisory services or contact us for more information.