CMR Bookkeeping, LLC
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    • Home
    • General FAQ
    • Meet The Team
    • Blog
    • Estate
      • Bookkeeping
      • Estate FAQ
    • ATTORNEY/ LEGAL
      • Attorney Bookkeeping
      • Attorney/Legal FAQ
    • Privacy Policy
CMR Bookkeeping, LLC
  • Home
  • General FAQ
  • Meet The Team
  • Blog
  • Estate
    • Bookkeeping
    • Estate FAQ
  • ATTORNEY/ LEGAL
    • Attorney Bookkeeping
    • Attorney/Legal FAQ
  • Privacy Policy

Estate Bookkeeping FAQ

Find out more

We specialize in estate bookkeeping

What is estate bookkeeping?

Estate bookkeeping involves recording, organizing, and reporting all financial activity related to an estate or trust. This includes tracking income, paying expenses, documenting distributions to beneficiaries, and preparing reports for attorneys, courts, and tax professionals.

Why do I need an estate bookkeeper?

Executors and trustees are legally responsible for accurately managing and reporting all financial aspects of an estate. A bookkeeper ensures everything is recorded properly, organized for tax and legal purposes, and compliant with probate and fiduciary guidelines—while saving you time, stress, and risk.

What’s the difference between estate bookkeeping and regular bookkeeping?

Estate bookkeeping focuses specifically on the financial management of an estate or trust. Unlike general bookkeeping, it involves court accounting requirements, estate tax considerations, and fiduciary standards. It's specialized work with legal and emotional complexity.

Do you provide reports for probate court or attorneys?

Yes. We prepare detailed financial reports that meet the requirements of probate court and support legal professionals in filing and documenting estate transactions accurately.

Can you help if the estate is already in progress?

Absolutely. Whether you're just getting started or already deep into the estate process, we can step in, organize records, and bring everything up to date.

Learn More

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