Member Directory of the Gold Country Estate Planning Council
To browse by specialty, click the drop-down menu below:
Kelly Lapham , MBA
Preparation of Fiduciary Trust, Probate and Conservatorship Accountings.
Fiduciary Accountings are time-consuming and must conform to the California Probate Code. We organize your financial data and use dedicated accounting software that satisfies court approved filing requirements, and provides comprehensive Accountings, with knowledge of the complex Accounting Income and Principal Act.
Our accounting specialist has over 25 years experience. We provide high quality and personal service, and work with individual trustees, conservators and executors, attorneys, and professional fiduciaries.