ESTATE, PROBATE & TRUST

Overview

Beneficiaries, family members, related parties, trustees and fiduciaries are continually impacted by complex financial transactions impacting income and asset distribution. Our professionals at Accurity Group are Certified Public Accountants, Accredited in Business Valuation and Certified in Financial Forensics who can understand and assess evidence to determine the assets, liabilities and income potential of estates and trusts. Accurity Group can detect financial improprieties and present clear and concise findings to management, estate succession planners and litigators. 

Experience

  • Misappropriation of assets
  • Asset tracing
  • Financial statement misrepresentation
  • Embezzlement
  • Contingent distributions
  • Assessment of separate businesses
  • Trust accounting
accurity-brand-mark_1

Clients Served

  • Fiduciaries
  • Trustees
  • Contingent beneficiaries
  • Judges
  • Financial advisors
  • CPAs