At Golemb Accountancy Corporation, we specialize in the comprehensive administration of estates and trusts, so all financial matters are handled with precision and care. From tax preparation to managing assets and reporting, our services are designed to support your fiduciary responsibilities and make the process smoother for your clients or your family.
We work with professional fiduciaries, attorneys, surviving spouses, family members, executors, and trustees to guide them through all aspects of estate and trust administration. Our services cover everything from income tax preparation to financial planning for the decedent’s estate. We make sure that each step complies with legal obligations and supports your fiduciary role, giving you peace of mind during what can be a complex and emotional process.
One of the key responsibilities in estate and trust administration is accurate reporting. We help you establish clear systems for documenting and chronicling every activity within the estate or trust, ensuring that all information is readily available for reporting to interested parties. This helps you meet your fiduciary duties and keeps the process transparent.
Whether it's deciding on the sale of assets, paying liabilities, or managing distributions to beneficiaries, we provide the financial insight you need to make informed choices. Our process is proactive, so you have the right information at the right time to make the best decisions for the estate.
Tax preparation for estates and trusts can be complicated, but it’s an area where we bring specialized knowledge. We handle tax returns for probate estates, simple and complex trusts, charitable remainder annuities, and unitrusts. Our team prepares many of these returns each year, ensuring that all tax obligations are met while minimizing potential issues.
We provide accountings in the format required by the court for probate estates, trusts, and conservatorships. Whether it’s a court-ordered accounting or documentation for trustees and beneficiaries, we ensure that all financial records are clear, accurate, and properly reported.
Not every client needs the same level of assistance, so we offer flexible management services that can be tailored to your specific needs. From helping you with basic monthly bank reconciliations to managing all of your financial affairs - including making bank deposits, paying bills, and maintaining financial records, we’re here to do as much or as little as you need.
Choosing the right trustee or executor is one of the most important decisions you’ll make in your estate plan. While many people consider asking a friend or family member to take on this role, it’s important to remember that administering an estate is a complex, multi-year process that carries significant legal responsibilities. We’re here to help you choose the best person for the job and provide support along the way.
