Scope sheet
finbryn.com
Estate & Trust
Estate planning coordination (accounting side)
Estate planning coordination from Finbryn is the accounting side of a US estate plan: a current asset schedule with cost basis, titling notes, and appraiser-coordinated valuations, assembled for the estate planning attorney who drafts the will and trust. Finbryn organizes the numbers; the attorney makes the legal decisions.
What is included
- A current asset schedule covering accounts, real estate, business interests and personal property
- Cost basis attached to each asset where it can be traced, with gaps flagged
- Ownership and titling notes reviewed against actual account and deed records
- Valuation requests coordinated with an appraiser the client engages
- Completed appraisals filed against the corresponding asset on the schedule
- A lifetime gift log for gifts that will feed into future Form 709 workpapers
- A summary package formatted for the estate planning attorney's review
- A maintained schedule kept current for the next time the plan is revisited
The process
- 1.
Intake and inventory
We ask what the client owns across accounts, real estate, business interests and significant personal property, and confirm which entities and family members are involved.
- 2.
Document pull and basis reconstruction
We gather statements, deeds, K-1s and prior returns to establish cost basis, flagging any asset where basis cannot be traced and needs a client decision on reconstruction.
- 3.
Titling review
We check how each asset is actually titled against account registrations and deed records, and flag anything inconsistent with what the client has told the attorney.
- 4.
Appraiser coordination
For real estate, business interests or other hard-to-price assets, we coordinate with an appraiser the client engages and file the completed valuation against the schedule.
- 5.
Draft schedule and attorney review
We send the draft asset schedule to the attorney's office for review before finalizing, since they may need more detail on a specific asset before drafting begins.
- 6.
Handover and maintenance
The finalized package goes to the attorney, and we keep the schedule current so it is ready if the plan is revisited after a life event or feeds into a later Form 706 or Form 709 filing.
Software
Excel, Google Sheets, QuickBooks Online, EstateWorks
Pricing
This service is scoped as a project against the number of assets, entities and how much cost-basis reconstruction is needed, not as a flat monthly fee. Clients already on a bookkeeping or family office engagement with us often get it included or discounted. See the published rate card at /us/pricing for current tier pricing, and expect a short intake call before a specific quote for the asset schedule itself.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026