The Expert Training Series
Fiduciary Accounting Demystified
What your accounting says, what the court looks for, and how to be ready. A pre-recorded session with Angie King, ACP, in conversation with Junel Unrein.
Launching August 26, 2026 · Free · Certificate of completion, and eligible for 1.0 CEUs through the Center for Guardianship Certification
Note: this is a pre-recorded session, not a live event. Watch it on your own time, anytime after it releases August 26. Then Angie joins the community forums to answer questions directly.
Session Description
Professional fiduciaries are responsible for producing an accounting that a court, a beneficiary, or an attorney will read closely, and most didn't come to this work from a financial background. The accounting is where careful work finally gets examined by someone else. It's also where a well-run case can still look questionable, because a reviewer sees the record, not the reasoning behind it. Most fiduciaries learn what that reader wants the hard way, one returned filing at a time.
This session approaches accountings from two directions. First, how one is actually built: charges, credits, and schedules, explained for practitioners who didn't come to this from accounting, so you can open your own accounting and understand what it reports rather than trusting that it's right. Then the other side of the desk, what a reviewer looks at first, what builds confidence in a file, and what sends one back. Second, the situations fiduciaries actually land in: the case you inherit with two years of commingled funds, the expense you can't substantiate, the purchase that was right for the person but reads badly on a schedule, and documenting your own fee so it holds.
This is not a state-specific formatting tutorial. The concepts and the court expectations travel. It's practical, grounded guidance for professionals whose judgment will be assessed, sometimes years later, on the strength of a document they produced.
Format
A pre-recorded session in two parts: a focused presentation by Angie King followed by a conversation with Junel Unrein applying the content through a fiduciary practice lens.
Following the session release, Angie will be available in The Commons, our open community forums, to answer questions and continue the conversation with participants.
What you'll walk away with
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The ability to read your own accounting and understand what it reports
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A clear picture of what reviewers look for, and the habits that keep a file clean from day one
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Language for documenting judgment calls at the time you make them, not two years later
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A sense of when to handle an accounting yourself and when handing it off is the better call
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A certificate of completion
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Direct access to Angie in The Commons after release
CEU Note
Certificate of Completion provided upon completion of this session. Certificate holders may self-report continuing education where their certifying body allows.
Availability
Launching August 26, 2026.
It's free. Register now and the session will be available to you the moment it launches.
About the Guest Expert
Angie King is a NALA Advanced Certified Paralegal (ACP) with a professional fiduciary certificate, a degree in accounting, and more than a decade of hands-on experience in trust administration and fiduciary accounting.
Her background includes preparing fiduciary accountings approved in Los Angeles County Probate Court, one of the most rigorous probate jurisdictions in California. That standard of accuracy and compliance is what she brings to every matter, for every client, in every county.
She is also a contributing editor to two published estate planning guides. The first is Living Trusts: All-in-One Guide and the second is Estate Planning: All-in-One Guide. Both are recommended by trust and estate planning attorneys. These works reflect the depth of knowledge Angie brings to every client engagement.
Angie works as a freelance trust administration paralegal and fiduciary accounting specialist with attorneys and professional fiduciaries throughout California, offering the kind of specialized support that is genuinely difficult to find, and that makes a real difference when deadlines and court appearances are on the line.
Off the clock, she's a devoted dog mom who believes good paperwork and good company both matter.
You can read more about Angie at angiekingacp.com
