Blog

Making sense of complicated financial matters. We share practical insights on fiduciary accounting, probate and estate financial matters, complex reconciliations, and the accounting details attorneys and fiduciaries encounter along the way.

Fiduciary accounting workspace featuring Allen's Accounting branded pen, financial reports, and estate planning books.

When Wealth Transfers, the Accounting Gets Complicated

When a client passes away or a successor trustee takes over, investment management is only one piece of the financial picture. Here's how wealth advisors and fiduciary accountants can work together to help trustees, executors, and families make sense of complex financial activity.
Read more
California probate accounting workspace with estate financial records, brokerage statements, and accounting schedules

What Is a California Probate Code-Compliant Accounting — And Why I Love It

California probate accounting is more than tracking dollars in and dollars out. Learn how estate assets, receipts, gains, disbursements, distributions, and property on hand come together—and why this has become one of my favorite areas of accounting.
Read more
Fiduciary accounting records with investment statements and financial reporting documents

What Is a Fiduciary Accounting—and Why Is It So Different From Regular Bookkeeping?

Fiduciary accounting is more than bookkeeping. It’s about piecing together financial activity, investments, distributions, and records until the whole story makes sense. And yes, there’s something incredibly satisfying about watching it all come together.
Read more