We specialize in estate bookkeeping
Helping You Navigate the Numbers During Life’s Most Complex Transitions
Settling an estate involves more than legal documents and decisions—it also requires accurate, organized financial records. That’s where we come in.
We specialize in estate bookkeeping, offering clear, compliant, and compassionate financial tracking for executors, attorneys, trustees, and families. Our goal is to take the burden of bookkeeping off your shoulders, so you can focus on what truly matters.
What we Do
Whether you're managing a trust, settling an estate through probate, or handling the affairs of a loved one, we help by:
- Recording and categorizing all estate transactions
- Tracking income, distributions, expenses, and liabilities
- Reconciling estate bank and investment accounts
- Providing detailed reports for attorneys, courts, and beneficiaries
- Supporting tax professionals with organized records for estate filings
- Ensuring compliance with fiduciary responsibilities and probate guidelines
Who We Help
Our services are designed for:
- Estate Executors & Administrators
- Trustees & Fiduciaries
- Probate Attorneys
- CPAs & Tax Advisors
- Beneficiaries & Heirs
No matter your role, we’ll help you stay informed and in control throughout the estate process.
Why Choose Us
We understand that estate work is deeply personal and often emotional. That’s why we bring more than just financial expertise—we bring discretion, empathy, and attention to detail.
- Specialized in Estate & Trust Bookkeeping
- Accurate, Timely Reporting
- Court-Ready Documentation
- Responsive & Confidential Service
From the first transaction to final distribution, we’re by your side
Let’s Simplify the Process
Managing an estate is already a full-time responsibility. Let us handle the numbers.
Schedule a Consultation
cathyregenthall@outlook.com
Serving clients nationwide, with secure virtual services available