We assist in managing and securing your estate while ensuring compliance with legal, tax, and evidentiary obligations. Our experienced team specializes in tailored solutions for executors, trustees, and legal professionals. From financial oversight to digital evidence analysis, we help you navigate the complexities of probate and trust administration with confidence.

 

📞 Contact us today to learn more about our dedicated services.

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Estate & Probate Financial Management

Handling the financial responsibilities of an estate can be overwhelming. We provide professional guidance to ensure a smooth financial transition and proper estate administration.

• Estate Accounting & Financial Reporting – Maintain accurate records of all transactions, including assets, liabilities, and distributions.

• Probate Financial Management – Assist executors and administrators in managing estate assets, paying debts, and distributing inheritances.

• Debt & Expense Settlement – Ensure estate debts, taxes, and expenses are properly identified and settled in compliance with probate laws.

• Cash Flow & Budgeting for Estates – Develop financial plans for managing estate expenses while preserving assets for beneficiaries.

• Tax Preparation & Filing – Ensure compliance with estate and inheritance tax requirements, including IRS filings and tax optimization strategies.

 

Trust Administration & Financial Oversight

Trustees have a fiduciary duty to manage assets responsibly. Our trust financial management services help ensure compliance with legal requirements while maximizing asset growth and sustainability.

• Trust Accounting & Financial Statements – Provide clear, detailed financial reports for beneficiaries and legal compliance.

• Trust Fund Management – Oversee asset distribution, manage investments, and track income and expenses.

• Tax Compliance & Planning – Prepare and file trust tax returns while implementing tax-saving strategies.

• Trust Disbursement Planning – Create structured financial plans for trust payouts to beneficiaries.

• Expense & Investment Oversight – Monitor trust expenditures and ensure proper fund allocation.

 

eDiscovery & Digital Evidence in Probate

Probate and trust disputes increasingly involve electronic data. Our eDiscovery services ensure that critical digital evidence is identified, preserved, and presented defensibly in court.

• eDiscovery Project Management – Manage the identification, preservation, collection, and review of emails, text messages, financial records, and social media evidence.

• Compliance Snapshots – Quick diagnostic reports to assess readiness and exposure in estate and trust disputes.

• TAR Jumpstart – Implement technology-assisted review workflows to streamline document-heavy probate litigation.

• Device & Account Forensics – Secure and analyze decedent’s devices, cloud accounts, and digital records.

 

Financial Record Analysis for Elder Abuse Claims

We combine eDiscovery techniques with forensic financial review to uncover patterns of elder financial abuse, undue influence, or misappropriation of assets.

• Red Flag Review – Identify suspicious transactions, caregiver payments, and unusual withdrawals.

• Timeline Reports – Match financial activity to communications (emails/texts) to build a case narrative.

• Case Binder Package – Provide organized, Bates-stamped reports ready for probate court submission.

 

Advanced Forensic Accounting & Litigation Support

For complex or high-value disputes, we provide advanced forensic accounting services, integrating financial reconstruction with litigation support.

• Funds Tracing & Reconstruction – Follow the flow of money between accounts to identify asset diversion.

• Lifestyle & Pattern Analysis – Detect abnormal financial behavior tied to capacity decline or influence.

• Expert Narrative Reports – Court-admissible findings explaining financial irregularities in plain English.

• Exhibit & Trial Support – Prepare visuals, timelines, and flowcharts for mediations, depositions, and trial testimony.

• Expert Collaboration – Work alongside CPAs and forensic experts to strengthen your case strategy.

 

Legal & Financial Consulting for Estates & Trusts

Legal and financial professionals handling estates and trusts require specialized insights. Our consulting services provide practical solutions to support administration and litigation.

• Estate & Trust Financial Planning – Assist attorneys, financial advisors, and trustees in structuring strategies.

• Court-Required Accountings – Prepare financial statements required by probate courts and trust administrators.

• Settlement & Distribution Planning – Ensure assets are fairly and efficiently distributed to heirs and beneficiaries.

• Business Succession & Inheritance Planning – Transition assets for business owners to heirs.

• Charitable Trust & Foundation Management – Guidance for charitable giving through estate plans and trusts.

 

Fiduciary & Executor Support Services

Executors and fiduciaries carry significant responsibilities. We provide professional support to ensure compliance, accuracy, and efficiency throughout the estate settlement process.

• Executor Accounting & Reporting – Keep financial records organized and compliant with probate requirements.

• Financial Mediation for Disputes – Provide clarity in financial matters to help resolve beneficiary disputes.

• Asset Valuation & Liquidation Assistance – Assess, manage, and distribute estate assets efficiently.

• Financial Organization for Family Estates – Assist families in structuring long-term financial management plans for inherited wealth.

 

Why Choose Agility Solutions?

• Experienced in Estate, Trust, and eDiscovery Matters – Extensive background in accounting, probate administration, and digital evidence.

• Comprehensive Oversight – From record-keeping and tax compliance to eDiscovery and forensic analysis.

• Tailored Support for Executors, Trustees & Attorneys – Step-by-step guidance for fiduciaries and litigators.

• Transparent, Compliant, and Client-Focused – Reliable, ethical, and personalized solutions.

 

📞 Get Expert Guidance Today

Managing estate, probate, and trust finances requires diligence and expertise. Let Agility Solutions guide you through the financial, digital, and evidentiary responsibilities with confidence and care.