Former court auditors
who now work for you.
Fiduciary accountings and tax filings for estates, trusts, guardianships, and conservatorships—built to pass court review.
Who We Serve
Expert fiduciary accounting services designed for your specific needs
For Law Firms & Professionals
Attorneys, CPAs, trust companies, and advisors.
- Offload complex fiduciary accountings to court insiders.
- Scale without adding in-house staff.
- Reduce court objections and rework.
- Secure collaboration across all your clients and matters.
For Individual Fiduciaries
Executors, trustees, guardians, and agents.
- Clear guidance through every reporting period.
- Court-ready accountings and tax filings.
- Dedicated support team to answer your questions.
- Secure document sharing and real-time progress updates.
Everything you need for fiduciary compliance
From initial inventory to final distribution, we handle the complex accounting so you can focus on your clients
Fiduciary Accountings
- • Annual and final accountings for estates, trusts, guardianships, and conservatorships
- • Principal & income classification per UPIA
- • Schedule preparation matching your local court formats
Court Filings & Support
- • Court-ready packages and supporting schedules
- • Responses to commissioner and auditor inquiries
- • Assistance with delinquency and exception hearings
Fiduciary Tax Returns
- • Form 1041 and state fiduciary returns
- • Fiduciary income reconstruction and cleanup (delinquent years)
- • K-1 preparation and coordination with beneficiaries
Ongoing Support & Advisory
- • Recurring engagement periods for multi-year matters
- • Accounting system setup and review
- • Collaboration with law firms and advisors
Types of matters we handle
Why Professionals Choose Us
Court auditor experience applied to every accounting we prepare
Former Court Auditors
We've audited thousands of fiduciary accountings from the court's side. We know the objection triggers and format requirements before you file.
Court-Ready, First Time
Jurisdiction-specific formats, multi-point QA review, and exhibit-ready supporting schedules—built to pass audit the first time.
Dedicated Team, Clear Timeline
One point of contact per matter. Structured intake, parallel processing, and defined milestones keep work moving—and keep attorneys and fiduciaries informed.
What Our Clients Say
Trusted by attorneys and fiduciaries nationwide
“I send all my executor and administrator clients to Grinnings and Lowell for assistance with the difficult fiduciary accounting process. Grinnings and Lowell provides immense value to their clients by making a difficult process simple. Their fees are reasonable and I have always received prompt service. Highly recommended.”
“Brian has prepared dozens of fiduciary accountings for me and my clients, and I have recommend him to my colleagues on a regular basis. The accountings are timely and accurate, and Brian is always quick to respond.”
“Grinnings & Lowell has provided reliable and kind support for us with filing annual accounts for our family member over the past years. We have come to rely on them for their expertise which gives us peace of mind knowing that everything is done correctly.”
“Brian Lowell got me through the estate accounting process with patient, clear explanations, thorough knowledge of the law and procedure, and professionally executed products. I can't recommend him highly enough.”
"My experience with Grinnings & Lowell was without a doubt the best decision I ever made. I found them to be Professional, extremely Proficient and Prompt. They also were personal when it came to explaining the procedure. Their involvement with my project saved me many hours of trial and error and was done to absolute perfection. In the future, I would not hesitate to use their qualified service and would give them high recommendations."
“Very knowledgeable with the probate account I was administering. Easy to contact and very helpful. So grateful to Brian.”
“I am so grateful to Brian Lowell for preparing the necessary documents for the county for my new conservatorship Inventory and Accounting. I have no experience with accounting and without his skilled professional help it was literally impossible for me to meet my legal obligations to the county!”
"When my father passed away several years ago, I had to file estate accounting forms with the courthouse. Tim made the process go smoothly."
“Grinnings & Lowell have provided us with unparalleled support for our fiduciary accounting matters. Cannot speak highly enough of this class act. If you have a fiduciary accounting requirement, I strongly recommend reaching out to Grinnings & Lowell.”
"G&L team and especially Brain helped us each and every step of the process to guide us to do it right and with in time and appreciate for all his proactive help and guidance to complete the probate process with ease , would recommend him and his team for any legal help."
Common Questions
01 Why choose Grinnings & Lowell for fiduciary accounting?
02 What makes your service different?
03 How do I get started?
Ready to Get Started?
Connect with our team to discuss your fiduciary accounting needs.
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