Work for the attorney's file.

I prepare the account or inventory from the source records, in the form the court requires. The attorney receives a set that is ready to review and file.

Each set includes

• The accounting or inventory in the court's required form
• Supporting schedules tied to the source documents
• A cover sheet and an index

When records are incomplete or out of order, I rebuild account activity from bank and brokerage statements. Transactions are categorized, and items that need the attorney's attention are flagged.

You receive

• Account activity rebuilt by account and period
• Categorized transactions
• A list of items flagged for attorney review

A fresh set of eyes on work that already exists. Send me an accounting, a file, a set of exhibits, or a draft, and tell me what concerns you. I read it as a careful outsider and write down what I see.

You receive a written memo, to the attorney only, covering

• What is clear, what is unsupported, and what is missing
• Places where the documents disagree with each other or with the records
• Questions you may want to ask
• Items that would need tracing, so you can decide whether to commission it as a separate project

Where financial items are part of the file, the memo also lists questioned or unsupported transactions with a dollar range, and any high-level flags, such as direct transfers to a named person.

The memo gives feedback on what the documents show. It does not give legal conclusions or strategy. A questioned or unsupported transaction is an item for review. It is not a conclusion about anyone's conduct.

Describe the bottleneck or the question. If it fits within the working terms, I will tell you whether I can take it. I choose which projects to accept.

Examples of projects that may fit

• Outcome scenarios: net recovery under intestacy, a win, and a loss, using your fee estimates and assumptions
• A written description of a bottleneck in how records or accounting work moves through your office, with options to fix it
• Standard operating procedures for recurring records and accounting tasks
• Standardized templates and schedules for accountings and exhibits
• Small tools for your office, such as an internal tracking sheet

Scope and fit vary. I decide after reading your description.