Guardianship Account Service

Services

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Comprehensive Financial Summaries

Detailed reports ensuring clear, precise annual court accountings for peace of mind.

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Assets

Reporting of assets to satisfy legal requirements and client expectations.

Financial Analysis and Reporting. Professional examining financial documents at desk.

Income/Expenses

Clear presentation of yearly income and expenses to maintain transparency and compliance.

Putting Stamp Of Approval

Court-Compliant Documentation

All documents prepared to meet Wisconsin state court standards for seamless submission.

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Inventories

For a Guardianship or Conservatorship Inventory, we will need asset values as of the date of your appointment as a Guardian or Conservator.   We will need copies of:

  • Courts letter with required format or packet provided to you
  • Letters of Guardianship or Conservatorship
  • Financial statements 
  • Titles to personal property
  • Deeds for real estate property 
  • Real Estate Tax bill(s)
  • Appraised values of collections
  • Statements of mortgages
  • Statements of vehicle loans
  • Life insurance policies
  • Funeral Trust (if any)
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Annual or Final Accountings

For Guardianship or Conservatorship Annual Accountings or Final Accountings, we will need copies of:

  • Courts letter with required format or packet provided to you
  • Letters of Guardianship or Conservatorship
  • Last filed Inventory or Annual Accounting 
  • Court Order for payment of Guardian/Conservator fees
  • List of sources of income
  • Financial statements for reporting period
  • Checkbook register detailing all income/expense transactions
  • Receipts, bills or canceled checks for money spent over $500 (Required)
  • All documents pertaining to the sale of any asset (Required)
  • All documents pertaining to any large purchases (Required)
  • All documents of closed accounts listed in previous accounting
  • Funeral Trust (if any)
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Streamlined Reporting System

We designed and implemented a streamlined reporting system tailored specifically for handling annual court accountings. This system simplifies the data entry process, ensures compliance with state regulations, and enables quick retrieval of financial records, thus reducing the processing time by 35%.
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Comprehensive Client Education Program

Developed a comprehensive client education program aimed at informing clients about the nuances of annual court accountings. This program includes interactive workshops, detailed guides, and online resources, all designed to enhance understanding and ensure accurate and timely submissions to the courts.
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Automated Audit Trail Development

Created an automated audit trail process that meticulously tracks every transaction and modification within the accounting software. This ensures transparency and accountability, facilitating easier audits and fostering trust with both clients and judicial entities.

Streamline Your Court Accountings

Ensure compliance and accuracy with our expert guardianship and conservatorship accounting services. Experience seamless document preparation for court-ready submission, tailored to meet all legal standards.