• Fiduciary Accounting Early Case Assessment Form

    Use this form to gather the core facts, documents, parties, and accounting issues needed to evaluate a fiduciary accounting matter at the early stage.

  • Case Overview

  • Format: (000) 000-0000.
  • Matter Type*

  • Fiduciary and Case Background

  • Existing account or estate administration?*
  • Is there a pending court proceeding?*

  • Parties and Stakeholders

  • Stakeholder Categories*

  • Financial and Accounting Review

  • General categories of assets or accounts involved*
  • Known issues or concerns identified
  • Accounts or holdings with last 4 digits available

  • Documents, Deadlines, and Next Steps

  • Documents currently available*
  • Documents still needed
  • Approaching deadlines or hearing dates
     - -
  • Preferred follow-up method*
  • Should be Empty:
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