Passing of Accounts
Navigate the Final Step With Confidence
In certain estates, executors and trustees are required, or choose to formally “pass accounts” through the courts to beneficiaries. This process ensures complete financial transparency and protects the executor from personal liability. We help prepare precise, compliant accountings that stand up to scrutiny. From reconciling records and valuing assets to compiling supporting documentation, we make sure your accounts are complete, defensible, and properly formatted, whether for informal beneficiary approval or formal court review. We also work alongside your legal counsel to coordinate submissions and answer questions, so you’re never navigating the process alone.
Our Passing of Accounts Services Include:
Estate Accounting Preparation
We help organize and reconcile all estate-related transactions into clear schedules of receipts, disbursements, and distributions.
Asset Valuation
We assist in valuing estate assets at the date of death and disposition, ensuring accurate reporting and fair treatment for all parties.
Professional Formatting
We prepare formal accounts in a format that meets court requirements and professional standards, avoiding delays or rejections.
Documentation Support
We help compile the backup records needed to support the passing of accounts, including bank records, tax filings, and legal documents.
Coordination with Legal Advisors
We work in close partnership with your estate lawyer to ensure smooth submission, response to objections, and timely resolution.
Why Clients Choose HW Partners for Passing of Accounts
- Clear, organized schedules that meet court expectations
- Trusted by lawyers for collaborative, detail-oriented support
- Responsive service that reduces stress for executors
Meet the Team Behind Our Passing of Accounts Services
We bring calm, clarity, and professionalism to what can be a demanding final task for executors and trustees.
Passing of accounts is about clarity and closure; for executors, families, and the courts. We help clients present everything properly, with nothing overlooked.
~ Joshua Lamourie, Senior Tax Manager
Let’s Get Your Estate Accounts in Order
If you’ve been asked or required to pass accounts, we’re here to help.