Golemb Accountancy Corporation

Estate and Trust Taxation and Administration
CLIENT PORTAL

San Diego Accountancy for the Smallest Details, and the Bigger Picture

At Golemb Accountancy Corporation, we help fiduciaries, attorneys, surviving spouses, families, executors, and trustees manage the complex tasks of estate and trust administration. Whether it's preparing taxes or planning the financial details of an estate, we make sure every step is covered while supporting your responsibilities.

We’ll help you set up clear systems to track and report all activities, so nothing gets overlooked. With our guidance, you’ll have the information you need to make decisions about selling assets, paying bills, and distributing funds to beneficiaries.

We focus on being proactive and staying in tune with your needs. We’ll listen closely and give you solutions made for your unique situation. 

About us
Maria and Christina

Our Services

Estate and
Trust Administration

We provide a full range of estate and trust administration services, including tax preparation, managing assets, documenting activities, and assisting with beneficiary distributions. Our goal is to simplify the process while ensuring every detail is handled with precision.

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Real Estate Professionals -
Estate and Trusts

Our expertise extends to real estate held within estates and trusts. We work to maximize the value of properties, whether they’re part of probate, a trust, or an estate. With our integrated approach, we help to ensure that real estate assets are properly managed and their value is enhanced.

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Who We ServE

We are proud to work with a variety of clients, including professional fiduciaries, attorneys, surviving spouses, executors, trustees, and families managing the estate of a loved one. Our tailored services ensure that each group receives the specialized support they need to navigate estate and trust administration with confidence.

WHO WE SERVE
Maria and Christina
Maria and Christina

We’re Here for Your Peace of Mind

At Golemb Accountancy Corporation, we’re here to support you in the finer points and the bigger decisions. Let us help you through estate and trust administration with clarity, care, and confidence.

CONTACT US

Get Estate and Trust Support You Can Rely On

Our experienced team offers comprehensive solutions, from tax preparation to asset valuation, ensuring that every part of the process is managed with care. Reach out today to sit down and have a real conversation about your financial needs and options.

CONTACT US

Testimonials

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Alina Goldsmith
Business Woman

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Anil Khanna
Business man

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Alina Goldsmith
Business Woman

He necessary regelialia. It is a paradisematic country, in which roasted parts of sentences fly into your mouth. Even the all-powerful Pointing has no control about the texts

Anil Khanna
Business man

He necessary regelialia. It is a paradisematic country, in which roasted parts of sentences fly into your mouth. Even the all-powerful Pointing has no control about the texts

Alina Goldsmith
Business Woman

He necessary regelialia. It is a paradisematic country, in which roasted parts of sentences fly into your mouth. Even the all-powerful Pointing has no control about the texts

Anil Khanna
Business man

Frequently Asked Questions

What services do you offer for estate and trust administration?

We offer a wide range of services including tax preparation, asset management, and assistance with beneficiary distributions.

Who can benefit from your services?

Our clients include professional fiduciaries, attorneys, surviving spouses, executors, trustees, and family members managing a loved one’s estate.

What is the process for estate and trust administration?

We help you establish systems for documentation, reporting, asset management, and tax preparation to simplify the process and ensure compliance.

How do you help with real estate in estates or trusts?

We work closely with real estate professionals and trustees to maximize the value of properties and simplify their management within estates and trusts.

What makes Golemb Accountancy Corporation different?

Our firm combines decades of experience with a compassionate, client-focused approach, ensuring both the details and the bigger picture are addressed.

How long does estate and trust administration usually take?

The process typically takes 18-24 months, depending on the complexity of the estate or trust.

Can you help with tax preparation for a decedent’s estate?

Yes, we specialize in tax preparation and planning for decedents and their estates, ensuring everything is handled in compliance with tax regulations.

What should I look for in a professional fiduciary?

A professional fiduciary should be someone you trust to manage both the financial and emotional responsibilities of an estate or trust. We can help guide your decision.

How do you communicate with clients throughout the process?

We believe in clear, consistent communication and ensure that you’re informed and involved at every step of the process.

How do I get started with Golemb Accountancy Corporation?

Simply reach out to schedule a consultation, and we’ll begin by discussing your unique situation and how we can assist you.

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