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Simply Settled

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A Complete Solution for Estate & Trust and Guardianship Accounting

Serving as a personal representative, guardian or trustee is a significant responsibility.
 
Courts and beneficiaries
require specific information at regular intervals. The process of maintaining information,
accounting, and documentation is onerous and can be complicated.
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We work hand in hand with you and your attorney to make sure all expected tasks are completed.

"If everyone is moving forward together, then success takes care of itself."

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The first part of our Simply Settled solution focuses on Organization in managing estate and guardianship responsibilities.

We handle electronic files and scanning, ensuring all documents are uploaded to the cloud for secure and easy sharing. This includes sharing with:

• Professionals, such as attorneys, adhering to court-required specifications.
• Trustees, personal representatives, or guardians also have seamless access to these vital documents.

​By maintaining persistent records in a cloud-based system, Simply Balanced Solutions ensures that all essential information is readily available when needed, promoting efficient management and oversight of estate and guardianship duties. This organized approach supports smooth and effective administration.

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Also included in our Simply Settled Solution, is specialized Reporting, focusing on generating court-ordered reports and providing professional guidance on financial documents.

We meticulously prepare accurate and comprehensive reports required by the court, ensuring compliance with legal standards and timelines. Additionally, we assist professionals, such as attorneys and CPAs, by offering expert insights and guidance on organizing and interpreting financial documents.

This support helps ensure that all financial information is clearly understood and appropriately utilized in legal and financial planning contexts. Through our reporting, we ensure accuracy, compliance, and clarity, facilitating smooth legal and financial proceedings.

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Lastly, our comprehensive Records & Communications Solution, ensures efficient document management.

We provide copies of essential records to professionals and interested parties, such as attorneys, CPAs, and family members, facilitating transparent and informed decision-making.

At the conclusion of our engagement, Simply Balanced Solutions ensures that all original documents are returned to our client or designated representative.

​Our handling of records guarantees that all parties have access to necessary information throughout the service period and that clients retain their documents once the service ends, ensuring trust and continuity in financial management.

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