Trust & Probate Accounting in Omaha
Specialized accounting support for Omaha attorneys, trusts, estates and fiduciaries—from annual accountings to complex cleanup and reconciliations.
What We Offer
Specialized accounting support for complex projects, cleanups, fiduciary matters, and the financial work your firm needs handled right.
Trust Accounting (IOLTA)
Client funds require precision. We help law firms maintain clear trust ledgers, reconcile accounts, and keep client balances where they belong.
Complex Accounting Cleanup & Reconstruction
Messy books are our happy place. Missing records, years of transactions, unexplained balances — we dig in, figure out what happed, and rebuild the financial picture.
Probate & Estate Accounting
Estate finances can span multiple accounts, assets, expenses, and distributions. We bring the activity together into a clear accounting attorneys and fiduciaries can actually work with.
Annual Fiduciary Accounting
Turn a year of bank, brokerage, investment, income, expense, and distribution activity into a clear annual fiduciary accounting with supporting financial schedules.
Legal Bookkeeping
Need accounting help without handing over everything? We provide focused bookkeeping support the law firms wherever extra accounting expertise is needed.
Partner Reconciliations
Contributions, distributions, reimbursements, and historical partner activity don’t always tie out neatly. We sort through the details and determine what belongs where.
Who We Serve
Allen’s Accounting & Advisory provides specialized accounting support for Omaha attorneys, trustees, fiduciaries, executors, estates, and professionals involved in complex trust and estate matters. Our work is especially suited to situations where accurate financial records, detailed reconciliations, and clear accounting reports are essential.
We assist with annual fiduciary accountings, probate and estate accounting, trust accounting, complex reconciliations, and the reconstruction of incomplete or disorganized financial records. Whether a matter involves investment accounts, bank activity, years of transactions, or records gathered from multiple sources, we help bring the financial details together into organized accounting.
Because our services are provided remotely, Omaha clients receive specialized support while still having the benefit of working with a Nebraska-based accounting firm. We work collaboratively with attorneys, fiduciaries, financial advisors, tax professionals, and other members of the professional team while keeping our role focused on the accounting and financial records.
Why Choose Us
Complex trust and estate matters often involve more than routine bookkeeping. They can require years of transaction history, multiple financial accounts, investment activity, missing records, and detailed reconciliations. Allen’s Accounting & Advisory focuses on bringing those financial pieces together into clear, organized accounting.
Our work is project-focused and tailored to the matter at hand. We can help reconstruct historical activity, reconcile accounts, organize supporting records, and prepare accounting reports for fiduciary and attorney review. For annual fiduciary and probate matters, we focus on producing accurate financial information that can support the applicable reporting process.
Omaha attorneys, fiduciaries, trustees, and executors can work with us while maintaining their existing relationships with legal counsel, financial advisors, tax professionals, and other members of their professional team. Our role is straightforward: handle the accounting details carefully, communicate clearly, and make complicated financial records easier to understand.
Complex Accounting. Refreshingly Clear.
Trust, fiduciary, probate, and complex accounting don’t have to feel overwhelming. Let’s talk about what you need and how we can help.
