Accounting & Forensic Services
Let Expert Estate Consultants manage those complicated court forms and accountings to ensure that they are approved by the courts. We can handle Conservatorship, Estate and Trust accountings and we understand the filing requirements for administration. We work with other professional’s including CPA’s and Attorney’s so that you know things are getting done correctly.
Unexpectedly, we can be exploited by the ones we often trust the most – This might be a professional such as a Fiduciary Service including a Trustee, Personal Representative or an employee of their services. It could also be someone that you are close to such as a friend, lover, or family member. If you think you have been taken advantage of, I encourage you to seek help from a knowledgeable professional such as Expert Estate Consultants.
Sometimes Elder Abuse happens when a caregiver or loved one close to them pressures them to change their estate planning or manipulates them into gifting them money. Maybe your loved one lives with a sibling and the sibling has taken out thousands of dollars for home upgrades. Financial Exploitation is the improper use of an elderly or vulnerable adult’s money, property or other resources for ones own monetary or personal benefit, profit or gain.
If you are a beneficiary and your Trustee or Personal Representative is not providing you an accounting or there seems to be money missing Expert Estate Consultants can help. If there seems to be missing assets or misappropriated funds, then reach out today to get the process started.
A forensic accounting is a detailed lookback of expenditures. Often people committing fraud will have multiple accounts and make multiple transfers so that it makes tracking the money extremely hard or complicated. Expert Estate Consultants knows exactly what to look for and will be able to Subpoena hidden documents to help recover your assets.
