Browse categories
English
$
USD
Connect to your AI
I will prepare estate inventory and executor accounting reports
Licensed US, Attorney Probate, Estate And Trust Document Drafting
Hello! I'm Elizabeth Meyer O is a licensed U.S. attorney (Bar No. #295974) specializing in American probate administration, estate inventory reconciliation, fiduciary reporting, and trust disputes. Sh...
About this Gig
Attorney-prepared estate inventories and executor reports that satisfy the court and the beneficiaries.
Executors get removed, surcharged, and sued over sloppy inventories. I build clean, organized, defensible schedules that withstand beneficiary review and judicial scrutiny.
What you receive:
- Inventory & appraisement with correct real vs. personal property classification
- Accurate date-of-death valuations and asset descriptions
- Executor/administrator narrative report on administration progress
- Schedules of receipts, disbursements, gains/losses, and distributions (Premium)
- Reconciliation summary so the numbers actually balance
- Editable Word + print-ready PDF (Excel on request)
Built for: executors, administrators, trustees, probate attorneys outsourcing accounting prep, and fiduciaries facing beneficiary demands for information.
Licensed U.S. attorney, Bar No. 295974. Confidential handling. Personally drafted. Delivered on deadline.
Message me with your asset list and court details for an exact quote.
Field of law:
Property
Target country:
United States
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
Other Legal Consulting Services I Offer
FAQ
Can you work from messy records bank statements, spreadsheets, handwritten notes?
Yes. Send what you have in any format. I organize, classify, and reconcile it into a clean court-formatted schedule.
Do you provide asset valuations or appraisals?
No. I am not a licensed appraiser. I format and present the values you supply (or values from appraisals, statements, and comparables you provide) into the correct schedules.
Will the accounting actually balance?
Yes the Premium package includes a reconciliation summary showing that charges equal credits. If a gap exists in your records, I flag exactly where it is so you can resolve it before filing.
Is my family's financial information kept private?
Absolutely. All documents and data are treated as strictly confidential and are never shared, reused, or disclosed.
Can you prepare an amended or supplemental inventory?
Yes. Supplemental and amended inventories are available as a gig extra, including newly discovered assets and corrected valuations.
