The Filings Have Deadlines. We Make Sure They Are Met.

The Commissioner of Accounts Is Watching the Clock

The Back-Office Work That Keeps an Estate on Track.

Administering an estate is largely a matter of careful, deadline-driven paperwork. After qualifying, the executor must inventory the estate’s assets, keep meticulous records, and file accountings that show every dollar that came in and went out.

In Virginia, these filings go to the Commissioner of Accounts, who reviews them for accuracy and compliance. An inventory is generally due within four months of qualifying, and a first accounting within sixteen months. Errors or missed deadlines can trigger scrutiny, delay, and personal exposure.

We handle the administration and accounting work, preparing accurate inventories and accountings, keeping clean records, and satisfying the Commissioner of Accounts, so the estate stays on track and the executor stays protected.

Where We Come In

• ✓ You must file an inventory or accounting
• ✓ The Commissioner of Accounts has requirements you must meet
• ✓ You are unsure how to document estate transactions
• ✓ A deadline is approaching and you are not ready
• ✓ The estate’s records are disorganized
• ✓ You want the filings done accurately the first time

Estate Inventory

Prepare and file the required inventory of assets.

Annual Accountings

Document every receipt and disbursement correctly.

Commissioner Filings

Meet the Commissioner of Accounts requirements.

Record Keeping

Keep clean, defensible records of estate activity.

Deadline Management

Track and meet the inventory and accounting dates.

Estate Closing

Prepare the final accounting and close the estate.

Listen

We start with your loss, the estate, and where things stand. We learn what you are facing.

Map the Steps

We lay out the filings, deadlines, and decisions ahead, so nothing catches you off guard.

File & Administer

We prepare court filings, inventories, and accountings, and handle the details correctly.

Stand By You

We stay with you through creditor claims, any disputes, and final distribution.

“The accounting side of probate is where executors get into trouble without realizing it. Virginia requires an inventory within about four months and a first accounting within sixteen, and the Commissioner of Accounts reviews every figure. If the records are sloppy or a deadline slips, the estate stalls and the executor gets scrutinized. This is detailed, unglamorous work, and it is exactly the kind of thing I take off a grieving family’s plate. We keep the books clean and the filings on time, so the estate moves and no one second-guesses the executor.”

Wills, Probate, and Planning in Northern Virginia

More on how Virginia handles estates with and without a will, and the planning that makes an estate cleaner to settle.