Fiduciary/Trust & Estate Accounting Services (FTEAS)

FTEAS is a national practice preparing fiduciary/court accountings for banks, trust companies, law firms, family offices and professional and individual trustees and executors across the country.

What EY can do for you

Our dedicated team of more than 30 professionals prepares over 2,000 accountings per year, for everything from small special-needs trusts to billion dollar-plus trusts and estates. We work with many of the leading banks, trust companies, single and multi-family offices, law firms, individual trustees and professional trustees in the US. Whether you need a one-off accounting, several accountings or are looking to outsource your fiduciary accounting preparation function, our Fiduciary/Trust & Estate Accounting Services team is ready to assist you with your fiduciary accounting needs.

Our services include:

  • Annual, biennial and triennial accountings
  • Estates
  • Event-driven accountings
    • Court ordered
    • Attainment of age of a beneficiary
    • Death of a beneficiary or trustee
    • Resignation/termination of trustee
  • Special-needs trusts
  • Guardianships
  • Conservatorships
  • Charitable trusts and foundations
  • Inventories
  • Affidavit of closings
  • Accountings to aid in the administration of a trust
  • Accountings to help manage risk
    • Lost history due to:
      • Employee turnover
      • Bank acquisitions and consolidations
    • Missing documentation
    • Disgruntled beneficiaries
    • Actions by a prior trustee
  • Forensic accountings*

* Services performed in conjunction with our Forensic & Integrity Services team

Fiduciary/Trust & Estate Accounting Services

We are the only Big Four firm with a team exclusively focused on the preparation of fiduciary/court accountings for trusts and estates.

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