Providing experienced and reliable accounting services
to fiduciaries and attorneys.
858.354.8338
Amy Felenczak
Probate and Trust Accountant
Amy Felenczak has over 15 years of experience working in fiduciary offices. She discovered her passion for fiduciary accounting in 2012 while working for Susan K. Fox at Liberty Fiduciary Services, Inc.
In 2018, Amy started her accounting business to support attorneys and other fiduciaries. She has prepared hundreds of accountings in addition to maintaining corporate and client accounts.
In 2023 Amy received her notary commission for the state of Florida.
Amy is originally from San Diego, CA and now resides in Navarre, FL. She enjoys traveling and spending free time with her family.
Services
Fiduciary Accountings
We prepare annual accountings for trusts, probate estates, conservatorships, guardianships, and for agents under a durable power of attorney.
Fee Declarations
We can assist with fee declaration forms for conservatorships in the state of California.
Bookkeeping
We provide bookkeeping services for individual trustees, conservators, guardians, and for agents under a durable power of attorney.
Notary
In the state of Florida, we can administer oaths or affirmations, take acknowledgments, attest to photocopies of certain documents, officiate weddings, verify VINs for the DMV and certify the contents of a safe deposit box.
Frequently Asked Questions
What is a fiduciary accounting?
A fiduciary accounting is a detailed report of the financial activity within an entity. It supports the fiduciary with their reporting responsibilities and duties.
What do I need to provide to start an accounting?
Note that every case is unique and requires different supporting documentation.
Example of documents that may be requested:
Bank statements
Brokerage statements
Final closing escrow statements
Property management statements
Check copies or check register information
Trust documents and/or list of beneficiaries
Inventory & Appraisal or Asset List
Prior accountings
How long does an accounting take?
In most cases an accounting can be generated in one to two weeks.
How much does an accounting cost?
We bill by the hour and the time required depends on the size of the project.
Number of years to cover in the accounting period
Number of bank/brokerage accounts
Number transactions in each account
Complexity of the assets