Probate, Estate &
Fiduciary Accounting
Managing an estate or trust can quickly become overwhelming—especially when you’re responsible for tracking months or years of financial activity.
Blue Ridge Back Office helps executors, administrators, trustees, and other fiduciaries organize financial records, reconcile accounts, track transactions, and prepare the detailed accounting information needed throughout the administration process.
With experience in bookkeeping as well as probate, estates, and trusts, Sharon provides practical, detail-focused support designed to bring clarity and organization to what can otherwise feel like an enormous responsibility.
You don’t have to sort through the financial side of an estate or trust alone.
How I can Help
Whether you’re just beginning the process or trying to make sense of months or years of financial records, support can be tailored to where you are and what needs to be completed.
Estate & Trust Record Organization
Organizing statements, receipts, invoices, deposits, distributions, expenses, and other financial records so the activity of the estate or trust is clear and documented.
Reconciliations & Record Reconstruction
Reconciling accounts, identifying discrepancies, and helping reconstruct financial activity when records are incomplete, disorganized, or difficult to follow.
Commissioner of Accounts Support
Assistance organizing financial records, preparing supporting schedules, reconciling accounts, and assembling the information needed for matters reviewed through the Commissioner of Accounts process.
Fiduciary Accounting Preparation
Organizing financial activity and preparing accountings, schedules, summaries, and supporting documentation for estate, trust, and other fiduciary matters.
Account Reconciliations
Providing continued bookkeeping and financial recordkeeping throughout the administration process so records stay organized instead of having to be rebuilt later.
Working with Your
Attorney or Advisor
Blue Ridge Back Office can work alongside your attorney, CPA, or other professional advisor to help organize records, answer accounting-related questions, and provide clear financial information and supporting documentation throughout the estate or trust administration process.
You Don’t Have to Wait Until the Records Are a Mess
You can get help at any point in the estate or trust administration process—whether you’re about to be appointed, have just been appointed, have inherited months of disorganized records, or are preparing for an upcoming accounting or review.