Estates

Preparing an estate account can be an overwhelming task. PAS will work with you to seamlessly navigate this process, ensuring that all required information is gathered and ultimately presented in a full and accurate account of the activity under your responsibility.

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Trusts

PAS provides accounting services for both testamentary and revocable living trusts.  Save yourself the hassle of navigating through financial statements and leave the number-crunching to us.

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Guardianships

Legal guardians are responsible for filing periodic accounts for the minors in their charge until they come of age.  These accountings must reflect all the transactions in detail for the reporting period. PAS has experience assisting guardians to prepare accurate and outstanding accountings.

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Conservatorships

As an appointed conservator, you have a fiduciary responsibility to conserve and manage the estate of an incapacitated person. This duty includes taking charge of the financial assets and day-to-day spending. PAS provides accounting services for conservatorships to help ease the burden of the reporting process.

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