AccountingCa.comSimple Accounting for Executors, Trustees, Conservators, and POA Agents

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Important Disclaimer

No legal advice or attorney-client relationship. AccountingCa.com provides self-help accounting preparation and organizational tools only. It does not provide legal advice. Use of this site, submission of information, or communication through the site does not create an attorney-client relationship with AccountingCa.com, the portal operator, Sirkin Law Group, PC, or any attorney. Any attorney-client relationship requires a separate engagement accepted by the attorney and documented in a written agreement.

Separate legal and accounting services. Users are encouraged to separately retain qualified counsel and a CPA or accountant to review the accounting. Legal and accounting services are not included in the AccountingCa.com subscription or use of this site. Contacting a listed professional does not create a professional relationship; scope, fees, and acceptance require a separate agreement with that professional.

Redact account numbers before upload. Do not upload any document containing an account number. Permanently redact the entire account number from every page before uploading, then review the redacted copy to confirm the number is no longer visible, searchable, or copyable. AccountingCa.com does not automatically redact uploaded documents. Use a non-sensitive descriptive label, such as “Trust Checking,” instead of an account number.