About Probate Accounting Services, LLC

Meet David Lee

Former Fairfax Commissioner of Accounts Auditor

David Lee spent more than 13 years auditing fiduciary accounts for the Fairfax Commissioner of Accounts before establishing Probate Accounting Services, LLC.

During that time, he reviewed estates, trusts, conservatorships, and guardianships and gained firsthand knowledge of the documentation, reconciliation, classification, and supporting records required when an accounting is reviewed.

Today, David uses that experience to help fiduciaries and attorneys prepare accurate and organized accountings.

Why PAS?

13+ Years of Audit Experience

Former Fairfax Commissioner of Accounts auditor with extensive experience reviewing fiduciary accounts.

200+ Fiduciary Accounts

Experience with estates, trusts, conservatorships, and guardianships.

Former Auditor Perspective

We understand the issues that commonly result in questions, exceptions, and rejected accountings.

Virginia-Focused Expertise

Specialized knowledge of Virginia fiduciary accounting requirements and procedures.

Fiduciary Accounting Services:

Estate Accountings

Preparation of initial, subsequent, amended, and final estate accountings.

Trust Accountings

Detailed accounting services for trustees administering Virginia trusts.

Conservatorship Accountings

Accurate preparation and reconciliation of financial activity for court-required conservatorship accountings.

Guardianship Accountings

Accounting preparation and support for guardians responsible for reporting financial activity.

Complex & Delinquent Accountings

Assistance with difficult, incomplete, or delinquent accountings, including financial reconstruction, reconciliation, and resolution of accounting issues.

Accounting Support for Attorneys

Outsource the Accounting. Keep the Quality.

Estate and trust attorneys don't always need another employee—they need an experienced accounting professional who understands fiduciary requirements.

Probate Accounting Services works with attorneys and fiduciaries throughout Virginia to prepare and resolve fiduciary accountings.

We can assist with:

Initial and subsequent accountings
Final accountings
Amended accountings
Delinquent accountings
Commissioner exceptions and inquiries
Financial record reconstruction
Complex estates and trusts
Principal and income classification
Supporting schedules and documentation

Know What the Commissioner Is Looking For

Preparing a fiduciary accounting requires more than reconciling a bank statement. Assets, receipts, disbursements, distributions, and supporting documentation must be accurately reported and properly organized.

An accounting that contains missing information, discrepancies, or inadequate documentation can result in exceptions, additional work, and delays.

We help you prepare it correctly from the beginning.

“Life is like accounting, everything must be balanced.”

Get in touch

Accounting Services

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