Messy records in, court-ready accounting out.

Exhibit & Ledger prepares fiduciary accountings, rebuilds and traces account activity, and gives a second look at existing files for attorneys and law firms in probate, fiduciary litigation, elder law, and guardianship.

Experience primarily in Georgia and North Carolina. Inquiries from other states are welcome.

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Services

Four kinds of work

  1. 01

    Fiduciary accountings and inventories

    Prepared from source records in the court's required form, with supporting schedules, cover sheets, and an index.

  2. 02

    Record reconstruction and tracing

    Account activity rebuilt from bank and brokerage statements, categorized, with items flagged for attorney review.

  3. 03

    Second Look

    Feedback on work that already exists: an accounting, a file, or a set of exhibits. A written memo, to the attorney only.

  4. 04

    Custom projects

    Describe the bottleneck or the question. Outcome scenarios, procedures, templates, small tools. I choose which projects to accept.

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How it works

From inquiry to delivery

  1. Describe the project

    Use the inquiry form. Leave out client names, account numbers, and documents.

  2. Conflict check and quote

    I run a conflict check, then send a flat-fee quote in a one-page project order.

  3. Documents and payment

    Your firm sends the source documents and payment, as the project order states.

  4. Delivery

    The finished work arrives with one round of revisions.

Working terms

Plain terms

Flat fee
Quoted per project before work begins.
Attorney only
All communication goes through the engaging attorney.
Limited scope
Each project is defined in its project order. Work outside it is quoted separately.
Confidentiality
Firm and client information is used only for the project.

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Start with an inquiry.

A conflict check comes first. Then you receive a flat-fee quote.

Send an inquiry