How to get started?
If you have been been appointed by a Circuit Court in Virginia as either an Executor (specifically named in a decedent’s Will) or Administrator (no Will or not named in Will but appointed by the Circuit Court to be the estate’s or trust’s fiduciary) and find you need assistance in carrying out your financial reporting responsibilities, you can contact Oakhill FSS by phone (540-908-9166) by email (bpierce@oakhillfss.com), or by submitting the form below to discuss the specifics of your case. Please have a copy of the Will and/or Trust and a general list of assets on hand to aid in this initial discussion.
If you decide to use Oakhill FSS for your fiduciary accounting or other needs, we will send you an engagement letter that spells out what Oakhill FSS will do and what we charge. We can then make arrangements to obtain the necessary financial information to begin this journey.