Trust Accounting Resources & Articles

Trust account can be difficult & painful. Use our trust account resources here to help you along the process. View all of our trust account resources here.

Trust Accounting

A Guide to Trust Accounting for Irrevocable Trusts

April 22, 2023 by Marcia Campbell Team

Many different kinds of trusts exist, but they fall under two categories: revocable trusts and irrevocable trusts. Understanding the difference between the two is crucial to trust accounting in California. Generally, the difference is simple – grantors can change the … Read More

Trust Accounting

How Do You Validate a Trust Accounting For a Trust Litigation Attorney?

April 14, 2023 by Marcia Campbell Team

If you feel blindsided by a trust litigation attorney requesting or objecting to a trust accounting, working with a professional can help validate your accounting to avoid costly penalties or worse. At Marcia L. Campbell, we have been preparing compliant … Read More

Trust Accounting

How Do You Know if a Trust Accounting Is Accurate?

April 14, 2023 by Marcia Campbell Team

Trust accounting in California is an essential protection for beneficiaries that ensures the trustee is administering the trust per the probate code and the terms of the trust document. But even when a trustee prepares an accounting, it can still … Read More

Trust Accounting

Trust Accounting 101: How Do I Prepare a California Trust Accounting?

March 24, 2023 by Marcia Campbell Team

A California trust accounting is an important form of protection that offers a window for beneficiaries into how a trustee is administering a trust in the state of California, and it offers peace of mind for trustees by minimizing disputes. … Read More

A specialist CPA in glasses with long, curly hair preparing an accurate and compliant California trust accounting for a trustee.

Blog | Trust Accounting

Common Trust Accounting Mistakes to Avoid

March 17, 2023 by Marcia Campbell Team

Trust accounting is an essential form of protection for beneficiaries and trustees alike. Working with an expert in probate accounting like Marcia L. Campbell ensures you avoid costly mistakes that can have severe repercussions because California trust accounting has specific … Read More

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