Oakhill Fiduciary Support Services
Specializing in the preparation of Inventories
& Accountings for Estates and Trusts
Why Engage Oakhill FSS?
Whether it is answering questions about the probate process, preparing an Estate Inventory or Accounting from scratch, or fixing one that has been rejected by the Commissioner of Accounts, Oakhill FSS is designed to meet all of your court accounting needs as a fiduciary. Bill Pierce, the owner and founder of Oakhill FSS, has over 40 years in the trust and estate industry and has prepared hundreds of Inventories and Accountings in his various roles in the Estate and Trust field working in bank Trust Departments, CPA firms, and law firms.
Large or small estates, one asset or one hundred, we have seen it, dealt with it, reported it, and distributed it.
About Us
Oakhill Fiduciary Support Services (Oakhill FSS) is an independently owned business focused primarily on preparing Inventories and Accountings for Estates and Trusts. Oakhill FSS works with individuals and legal or tax professionals to assist them with their various fiduciary responsibilities related to the proper reporting of the financial activities of estates and trusts for which they are responsible.
OVER 40 YEARS OF ESTATE EXPERIENCE
Our Services
Preparing Inventories and Accountings for Trusts and Estates
Helping establish timelines and deadlines for accountings and tax returns
Filing life insurance claims
Preparing documents needed for initial probate appointment with Circuit Court Probate Office
Preparing Notice of Probate, Affidavit of Notice, and Statement in Lieu
Identifying ownership of various accounts, assets, and beneficiary designations
Transferring assets (from decedent to estate and from estate to beneficiary)
Assembling information needed for preparing and filing individual, fiduciary, estate, and gift tax returns
Monitoring progress of various tax returns and a valuable resource for your tax preparer
What we do, with single-minded focus, is get you through the most detailed and time-consuming part of your job as a fiduciary.
