Fiduciary/Trust & Estate Accounting Services (FTEAS)

What EY can do for you

Organizations and fiduciaries responsible for managing trust and estate assets are held to high standards of excellence and need to continually demonstrate the transparency and accountability demanded by clients and regulators. At EY Fiduciary/Trust & Estate Accounting Services, we provide a full range of services to help clients meet those expectations.

Our professionals have deep experience preparing trust and estate fiduciary accountings, leveraging a national footprint that enables clients to work with a single provider across jurisdictions. We prepare accountings for small special-needs trusts to complex billion-dollar-plus trusts in litigation.

Supported by more than 45 professionals in the US and globally, we deliver consistent accountings that support regulatory and court compliance. Whether working with banks, law firms, family offices, private trust companies, or individual and professional fiduciaries, our teams can provide the scale and flexibility to meet clients’ unique needs. This includes preparing accountings in the required judicial format that comply with each state’s Uniform Principal and Income Act and the entity’s governing documents. 

Our professionals also have experience navigating the complex issues and court deadlines that often arise in contested trust and estate matters. By assigning a dedicated service team to each client, we can help clients consistently produce high-quality work in accordance with applicable accounting and regulatory requirements.

We provide a full range of trust and estate offerings: