Accounting and Fiduciary Services

A contract paralegal service for your Estate and Guardianship
Accounting and Fiduciary needs
for Sole Practitioners, Court Examiners and Busy Law Firms

How we work together

I work with you, your staff or your clients directly, if you prefer, to gather asset and other information necessary to prepare or review accountings and petitions or fiduciary related aspects of your case or project.

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We will set up a mutually convenient meeting to discuss your project and review your file. I know how precious your time is, so it may be more convenient for us to communicate via telephone, email, or fax.

You will receive a written review of our meeting, which will include an outline of the work to be performed, my hourly fee and an estimate of the time needed to complete your project. Since I work independently from my office, I will pick up your files and documents from your office and return them to you. Or I can work from your office, if necessary.

No matter how small or how involved your project may be, having an independently contracted paralegal with my experience and staff work for you on a hourly basis for a specific matter is a valuable saving in time and money for Sole Practitioners, Court Examiners or Busy Law Firms in need of temporary assistance.