Fiduciary/Trust & Estate Accounting Services (FTEAS)

In Tax

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.

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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.

See our brochure

Certificate of achievement

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