Fiduciary accounting services overview

What Copperveil offers

Three services. One area of focus.

Every service Copperveil provides sits within fiduciary and estate accounting. Ongoing record-keeping, formal court accountings, and tax filings for trusts and estates — each prepared to the standard that courts, attorneys, and beneficiaries rely on.

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Overview

What each service addresses

Fiduciary accounting involves three distinct types of work, and each one has different timing, scope, and output requirements. Some clients need all three. Others come with a specific need — a court accounting that's due, a trust tax return that's pending, or an arrangement that requires ongoing monthly bookkeeping.

The services below can be engaged separately or together. For clients with ongoing fiduciary responsibilities, all three typically work in concert: monthly records feed the annual court accounting, which in turn informs the tax filing. Starting with one service doesn't prevent adding others as the situation develops.

Fiduciary Accounting Services
Monthly service

Service 01

Fiduciary Accounting Services

For individuals or entities serving in a fiduciary capacity — guardians, conservators, agents under power of attorney — who need ongoing financial record-keeping that meets the standard required by supervising courts and interested parties.

Covers income and expense tracking, asset management documentation, and preparation of period-end reports formatted to court expectations. The records maintained through this service carry forward directly into annual court accountings, eliminating reconstruction work at filing time.

Income and expense tracking across all fiduciary accounts
Asset management documentation and change tracking
Period-end reports formatted to supervising court standards
Records structured to feed directly into annual court accountings
Suitable for guardianships, conservatorships, and POA arrangements

Investment

$700 / month

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Service 02

Court-Ordered Accounting Preparation

Preparation of formal accountings required by probate and surrogate courts in connection with guardianship, conservatorship, or estate administration matters. Each accounting is built to the rules of the applicable jurisdiction — not to a generic template that gets adapted after the fact.

Covers detailed schedules of receipts, disbursements, gains, losses, and distributions, along with the supporting documentation the court requires. Where prior records are incomplete, Copperveil works from available source materials to reconstruct what the court accounting needs.

Complete schedules of receipts, disbursements, gains, and losses
Distribution schedules with supporting documentation
Formatting per the rules of the applicable probate or surrogate court
Draft shared for client review before finalization
Available for single-year and multi-year accounting periods

Investment

$1,800 USD

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Court-Ordered Accounting Preparation
One-time engagement
Fiduciary Tax Return Filing
Annual service

Service 03

Fiduciary Tax Return Filing

Preparation of tax returns for trusts, estates, and other fiduciary entities. This is distinct from a standard business or individual return — the treatment of income, deductions, and distributions requires familiarity with the legal structure of the fiduciary arrangement and what the fiduciary actually did during the reporting period.

Covers income distribution deductions, beneficiary allocation schedules, and preparation of beneficiary statements showing reportable income. Coordinated with estate attorneys and financial advisors to ensure the filing accurately reflects the fiduciary's actions for the year.

Tax returns for trusts, estates, and other fiduciary entities
Income distribution deductions and beneficiary allocation schedules
Beneficiary statements (K-1s) showing reportable income by recipient
Coordination with estate attorneys and financial advisors
Filing tied to the fiduciary's documented actions during the reporting period

Investment

$900 USD

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How the services connect

They work independently — and together

Monthly

Fiduciary Accounting

Ongoing records form the foundation. Every receipt, disbursement, and asset change captured and organized as it happens.

Annual

Court Accounting Prep

The monthly records feed directly into the annual court accounting. No reconstruction — the filing reflects what was documented throughout the year.

Annual

Fiduciary Tax Returns

The accounting record informs the tax filing. Income allocation and distribution treatment follow from what the record shows the fiduciary actually did.

Clients who engage all three services get a continuous record that covers the full reporting cycle — bookkeeping, court filing, and tax — without gaps between each stage.

Who these services are for

The situations Copperveil is built to handle

Court-appointed guardians

Managing the financial affairs of an incapacitated person under court supervision, with periodic accounting requirements.

Conservators

Responsible for managing a protected person's assets and finances, with reporting obligations to a supervising court.

Agents under power of attorney

Handling financial transactions on behalf of another person, with accountability to interested parties or supervising courts.

Estate executors and administrators

Managing and distributing a decedent's estate through the probate process, including formal court accountings and estate tax filings.

Trustees

Administering a trust according to its terms, with annual tax filing obligations and accounting responsibilities to beneficiaries.

Professional fiduciaries

Individuals or firms serving in fiduciary roles professionally, managing multiple matters simultaneously with separate accounting requirements for each.

Pricing at a glance

Transparent rates for every service

Fiduciary Accounting

$700

per month

Details

Court Accounting Prep

$1,800

one-time

Details

Fiduciary Tax Returns

$900

per filing

Details

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Not sure which service applies to your situation?

A brief description of your fiduciary arrangement is usually enough to clarify what's needed. Reach out and the right starting point will become clear quickly.

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