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I will prepare probate estate inventories and executor accounting reports
Licensed US, Attorney Probate, Trust And Estate Legal Drafting
Hello! I am Elizabeth Meyer O, a licensed U.S. attorney focused on probate, trust, and estate matters. I help executors, administrators, beneficiaries, and law firms with attorney-drafted probate peti...
About this Gig
Is your estate inventory or executor report organized, accurate, and ready for the court and beneficiaries?
I am Elizabeth Meyer O, a licensed U.S. attorney. Bar no (#295974) I prepare detailed estate inventories and executor reports that document every asset and transaction clearly.
What you get:
- Categorized inventory of real estate, accounts, and personal property
- Executor status reports for beneficiaries or the court
- Receipts, disbursements, and assets-on-hand schedules
- Clean, editable Word, Excel, and PDF files
- Ideal for executors, administrators, personal representatives, trustees, and law firms that need accurate fiduciary reporting support.
Why clients choose me:
- Licensed attorney, not a template seller
- Precise, court-formatted schedules
- Confidential handling of financial records
- Clear communication through Fiverr messages
Please message me before ordering with your state and number of assets so I can confirm the right package.
Order now and fulfill your fiduciary duties with confidence.
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
What records should I send?
Bank and brokerage statements, property deeds, vehicle titles, appraisals, receipts, and a list of estate expenses. Organized or not, I will structure everything clearly.
Do you appraise assets?
No. I organize and present values from your appraisals, statements, or official valuations in the proper inventory format required by your court.
Can you prepare reports for beneficiaries and not just the court?
Yes. I prepare informal status reports for beneficiaries as well as formal court accountings, depending on your needs.
What if my estate has more than 150 assets?
Message me with the asset count and complexity, and I will send a custom offer tailored to your estate.
Is my financial information kept confidential?
Absolutely. All documents are handled securely and used only to complete your order.
