What Copperveil offers
Three services. One area of focus.
Every service Copperveil provides sits within fiduciary and estate accounting. Ongoing record-keeping, formal court accountings, and tax filings for trusts and estates — each prepared to the standard that courts, attorneys, and beneficiaries rely on.
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What each service addresses
Fiduciary accounting involves three distinct types of work, and each one has different timing, scope, and output requirements. Some clients need all three. Others come with a specific need — a court accounting that's due, a trust tax return that's pending, or an arrangement that requires ongoing monthly bookkeeping.
The services below can be engaged separately or together. For clients with ongoing fiduciary responsibilities, all three typically work in concert: monthly records feed the annual court accounting, which in turn informs the tax filing. Starting with one service doesn't prevent adding others as the situation develops.
Service 01
Fiduciary Accounting Services
For individuals or entities serving in a fiduciary capacity — guardians, conservators, agents under power of attorney — who need ongoing financial record-keeping that meets the standard required by supervising courts and interested parties.
Covers income and expense tracking, asset management documentation, and preparation of period-end reports formatted to court expectations. The records maintained through this service carry forward directly into annual court accountings, eliminating reconstruction work at filing time.
Investment
$700 / month
Service 02
Court-Ordered Accounting Preparation
Preparation of formal accountings required by probate and surrogate courts in connection with guardianship, conservatorship, or estate administration matters. Each accounting is built to the rules of the applicable jurisdiction — not to a generic template that gets adapted after the fact.
Covers detailed schedules of receipts, disbursements, gains, losses, and distributions, along with the supporting documentation the court requires. Where prior records are incomplete, Copperveil works from available source materials to reconstruct what the court accounting needs.
Investment
$1,800 USD
Service 03
Fiduciary Tax Return Filing
Preparation of tax returns for trusts, estates, and other fiduciary entities. This is distinct from a standard business or individual return — the treatment of income, deductions, and distributions requires familiarity with the legal structure of the fiduciary arrangement and what the fiduciary actually did during the reporting period.
Covers income distribution deductions, beneficiary allocation schedules, and preparation of beneficiary statements showing reportable income. Coordinated with estate attorneys and financial advisors to ensure the filing accurately reflects the fiduciary's actions for the year.
Investment
$900 USD
How the services connect
They work independently — and together
Monthly
Fiduciary Accounting
Ongoing records form the foundation. Every receipt, disbursement, and asset change captured and organized as it happens.
Annual
Court Accounting Prep
The monthly records feed directly into the annual court accounting. No reconstruction — the filing reflects what was documented throughout the year.
Annual
Fiduciary Tax Returns
The accounting record informs the tax filing. Income allocation and distribution treatment follow from what the record shows the fiduciary actually did.
Clients who engage all three services get a continuous record that covers the full reporting cycle — bookkeeping, court filing, and tax — without gaps between each stage.
Who these services are for
The situations Copperveil is built to handle
Court-appointed guardians
Managing the financial affairs of an incapacitated person under court supervision, with periodic accounting requirements.
Conservators
Responsible for managing a protected person's assets and finances, with reporting obligations to a supervising court.
Agents under power of attorney
Handling financial transactions on behalf of another person, with accountability to interested parties or supervising courts.
Estate executors and administrators
Managing and distributing a decedent's estate through the probate process, including formal court accountings and estate tax filings.
Trustees
Administering a trust according to its terms, with annual tax filing obligations and accounting responsibilities to beneficiaries.
Professional fiduciaries
Individuals or firms serving in fiduciary roles professionally, managing multiple matters simultaneously with separate accounting requirements for each.
Pricing at a glance
Transparent rates for every service
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Not sure which service applies to your situation?
A brief description of your fiduciary arrangement is usually enough to clarify what's needed. Reach out and the right starting point will become clear quickly.
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