Probate Accounting Services, LLC

The premier provider of probate accountings for Estates, Trusts, Conservatorships, and Guardianships.

Free consultation

Accounting Services

Estates Trusts Guardianships Conservatorships

Court-Ready Fiduciary Accountings From a Former Fairfax Commissioner of Accounts Auditor

Why PAS?

Accurate, thorough accounting services for estates, trusts, conservatorships, and guardianships throughout Virginia.

With more than 13 years of experience auditing fiduciary accounts for the Fairfax Commissioner of Accounts, David Lee brings firsthand knowledge of what auditors look for when reviewing an accounting.

More about us

Free consultation

It can be hard to find the right professional help. That's why all new clients will receive a free consultation.

I would like to talk to you about your case and find the right solution to meet your needs.

Book a consultation

Why PAS?

13+ Years of Audit Experience

Former Fairfax Commissioner of Accounts auditor with extensive experience reviewing fiduciary accounts.

200+ Fiduciary Accounts

Experience with estates, trusts, conservatorships, and guardianships.

Former Auditor Perspective

We understand the issues that commonly result in questions, exceptions, and rejected accountings.

Virginia-Focused Expertise

Specialized knowledge of Virginia fiduciary accounting requirements and procedures.

Fiduciary Accounting Services:

Estate Accountings

Preparation of initial, subsequent, amended, and final estate accountings.

Trust Accountings

Detailed accounting services for trustees administering Virginia trusts.

Conservatorship Accountings

Accurate preparation and reconciliation of financial activity for court-required conservatorship accountings.

Guardianship Accountings

Accounting preparation and support for guardians responsible for reporting financial activity.

Complex & Delinquent Accountings

Assistance with difficult, incomplete, or delinquent accountings, including financial reconstruction, reconciliation, and resolution of accounting issues.

Accounting Support for Attorneys

Outsource the Accounting. Keep the Quality.

Estate and trust attorneys don't always need another employee—they need an experienced accounting professional who understands fiduciary requirements.

Probate Accounting Services works with attorneys and fiduciaries throughout Virginia to prepare and resolve fiduciary accountings.

We can assist with:

Initial and subsequent accountings
Final accountings
Amended accountings
Delinquent accountings
Commissioner exceptions and inquiries
Financial record reconstruction
Complex estates and trusts
Principal and income classification
Supporting schedules and documentation

Know What the Commissioner Is Looking For

Preparing a fiduciary accounting requires more than reconciling a bank statement. Assets, receipts, disbursements, distributions, and supporting documentation must be accurately reported and properly organized.

An accounting that contains missing information, discrepancies, or inadequate documentation can result in exceptions, additional work, and delays.

We help you prepare it correctly from the beginning.

“Life is like accounting, everything must be balanced.”

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Accounting Services

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