Estate Planning
While You Plan for Tomorrow, We Safeguard Today: Accounting Services for Estate Planning Lawyers
As an estate planning lawyer, you navigate the delicate realm of protecting legacies and securing loved ones’ futures. While you meticulously craft wills and trusts, ensure beneficiary designations, and navigate complex legal terrain, let Simash handle the intricate financial tapestry behind the scenes.
Seamless financial navigation for every estate plan:
- Fee and expense mastery: Court fees, billable expenses, and billable time – we track it all. Let us handle retainer management and accurate application, ensuring efficient financial administration and maximizing your firm’s profitability.
- Fiduciary accounting expertise: Trust transactions, periodic reports, and impeccable record-keeping – it’s our forte. We assist with meticulous fiduciary accounting, providing you with the detailed financial data you need for confident trust administration.
- Probate accounting with a microscope: Accurate inventory, income, and expense tracking are essential for smooth probate. We meticulously record every detail, prepare final accounts, and ensure comprehensive financial documentation for a seamless probate process.
Your focus on clients, our focus on accuracy:
- IOLTA integrity: Maintaining flawless IOLTA accounts is paramount. We handle every transaction with meticulous precision, ensuring ethical and legal compliance with daily reconciliations and prompt discrepancy resolution.
- Expense record-keeping you can trust: Leave the meticulous record-keeping to us. We track every expense with laser focus, providing you with clear and accurate data for confident billing and financial decision-making.
- Billing that makes sense: Hourly or fixed fees, we’ve got you covered. Our team ensures timely and accurate client billing, adhering strictly to contractual agreements. No more late invoices or billing discrepancies.
Real-time insights, peace of mind, guaranteed:
- Live financial dashboard: Access real-time balances and key financial indicators whenever you need them. Make informed decisions with confidence, backed by up-to-date and accurate data.
- Three-way reconciliation, daily: We reconcile IOLTA, client sub-ledgers, and trust fund accounts daily, ensuring complete accuracy and eliminating potential discrepancies before they become issues.
Simash: Your trusted financial partner for every estate plan journey:
- Boutique service, personalized solutions: We don’t believe in one-size-fits-all. Our experienced team tailors our services to your specific needs, providing focused attention and unwavering support.
- In-depth legal and accounting expertise: We understand the complexities of estate law and accounting. Our team is equipped to handle even the most intricate financial aspects of your practice, guaranteeing expert guidance and accurate execution.
While you guide lives through the intricacies of estate planning, let Simash safeguard the financial foundation. Contact us today for a free consultation and discover how we can empower your practice and bring peace of mind to your clients.
Let Simash be your trusted financial partner, ensuring your clients’ legacies are built on a foundation of financial accuracy and integrity.