What does T.E.A. Fiduciary actually do?

We help fiduciaries get from “box of statements” to “court-ready accounting” by:

• Preparing formal fiduciary accountings that comply with court rules and local practice (including schedules, summaries, and supporting exhibits).

• Reconstructing cash flows and asset histories from bank, brokerage, and other financial records.

• Identifying and categorizing receipts, disbursements and distributions so they’re clearly tied to the governing instrument.

• Flagging potential issues (missing documents, inconsistent transactions, or math errors) before they become problems with beneficiaries, counsel, or the court.

Who is T.E.A. Fiduciary designed to serve?

We focus on the people who are legally responsible but often don’t have the time or systems to do this work themselves.

Typical clients include:

• Individual trustees, executors, and personal representatives who may be doing this for the first time and want professional backup.

• Professional fiduciaries who need a reliable workflow and consistent format from one matter to the next.

• Attorneys who want clean, consistent accountings to support petitions, mediations, and settlements.

• Family offices and wealth advisors who need periodic trust reporting that goes beyond standard custodial statements.
  

What does the process look like if I work with T.E.A. Fiduciary?

While every matter is unique, the basic workflow is:

1. Scoping & timeline We clarify the accounting period, court or reporting requirements, and any special issues (e.g., disputed transactions, prior accountings).

2. Document collection You provide statements, prior accountings (if any), legal documents (trust, will, court orders), and any internal spreadsheets or logs you already use.

3. Data organization & reconciliation We organize, reconcile, and classify all activity, tracking assets from beginning balances through ending property on hand.

4. Draft review & revisions You and/or counsel receive a draft for review. We make revisions, answer questions, and prepare the final version in the requested format (court filing, beneficiary report, internal use, etc.)
   

How do you price your work, and how do you ensure accuracy and confidentiality?

We aim to be transparent and predictable on both cost and quality:

• Pricing: Most projects are quoted as a hybrid fee (base fee plus hourly rates). Forensic and tax consulting is billed hourly. You’ll know the structure before we start.

• Accuracy: We use reconciliation-driven workflows, cross-checks, and peer review of numbers and schedules so the accounting is internally consistent and defensible.

• Communication: You’ll know what we’re working on, what we still need from you, and when to expect drafts, rather than being left in the dark.

• Confidentiality: All information is handled as highly confidential, with restricted access and secure storage for your documents and working files.