Pogue Calvert

Trust Accounting

A trust accounting, essentially, is bookkeeping required for trusts. Beneficiaries can call upon trustees to show them how the money in the trust is being used.

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What does a trust accounting consist of?

Trust accounting at its most basic tells the financial story of a trust. An accounting usually includes documenting all income and expenses of the trust, and may also require the trustee to give reasons for expenses recorded.

Maintaining accurate trust accounting is not only a legal requirement but also a moral responsibility. It allows trustees to demonstrate accountability and transparency in managing trust funds. By providing a detailed record of the trust's financial status, beneficiaries can have peace of mind knowing their interests are being safeguarded.

Trust accounting is a vital component of responsible trusteeship.

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