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Estate & Trust firms for law firms

We track 43 firms offering estate & trust for law firms.The most common platform is QuickBooks (35% of firms), and 21% work remotely — so you're not limited to your city. The 25 most specialized are listed below.

Aligned CPA ★ CPA firm

CPA for Law Firms | Bookkeeping, Tax & IOLTA Accounting

BookkeepingEstate & TrustPayroll Clio 📍 Lake City, FL

All Law Accounting, PLLC specializes in Law Firm Accounting and Advisory Services, utilizing QuickBooks Online and LeanLaw to set up processes for efficient operation both remotely and in-office.

BookkeepingEstate & TrustPayroll QuickBooks · LeanLaw 🌎 Remote · Nationwide

Bookkeeping Services for Small Businesses | Alzen Bookkeeping

CPN Legal ★ ProAdvisor

CPN Legal specializes in accounting and bookkeeping for attorneys and law offices, offering law firm accounting, bookkeeping, and related services nationwide..

Accounts Payable & ReceivableBookkeepingEstate & Trust QuickBooks · Clio 🌎 Remote · Nationwide
Lancaster CPA ★ CPA firm

Law Firm Accounting Service pages describe specialized back-office accounting for law firms, including bookkeeping, trust accounting, tax planning, and fractional CFO services.

Law Firm Velocity provides specialized law firm accounting services including bookkeeping, IOLTA trust accounting, fractional CFO, and software integration for law firms.

BookkeepingEstate & TrustFinancial Statement Preparation legal accounting software · case management systems (integration/compatibility)

Specialized Accounting Services for Legal and Financial Clarity

Raymond Lyle CPA PLLC is a Seattle-based accounting firm offering personalized tax and accounting services for individuals and businesses, with capabilities in business tax accounting, individual tax services, tax and estate planning, and collaboration with financial planners.

Real Accounting Solutions LLC provides bookkeeping, payroll, and estate administration services for individuals, small businesses, and attorneys, with remote and in-person options in Bel Air, Harford County, and Baltimore County, Maryland, and nationwide remote capabilities..

BookkeepingEstate & TrustPayroll 📍 Bel Air, MD + Remote

A CPA practice led by Richard J.

Sierra Sage Accounting offers fiduciary and business accounting services with proactive, year-round support for small businesses, law firms, trust companies, and professionals in Nevada.

The accounting firm of Edward M.

Estate & Trust 📍 East Providence, RI

Tax preparation and family wealth management firm offering tax planning, compliance, and private foundation reporting services, with resources for attorneys and high net worth individuals..

Saint Louis MO CPA Firm

Bassler & Redick CPAs, LLC is a boutique accounting firm operating in Anchorage, Alaska, providing high quality tax return and bookkeeping services for individuals and businesses throughout Alaska, with advisory services beyond tax preparation..

FM Accounting ★ CPA firm

THE CPA FIRM FOR BUSINESS OWNERS · SERVING ALL 50 STATES

A North Richland Hills, TX CPA firm offering tax preparation, accounting services, and related consulting for individuals and small businesses..

BookkeepingEstate & TrustTax Preparation QuickBooks · Sage 📍 North Richland Hills, TX

Towson-based accounting, tax, and valuation firm serving individuals and small businesses in the Baltimore area for over 15 years, with services including bookkeeping, payroll, financial statements, tax returns, and valuation services..

BookkeepingBusiness ValuationEstate & Trust QuickBooks 📍 Towson, MD + Remote

An accounting office offering full-service accounting, tax planning and preparation, estate and fiduciary services, business planning, financial statements, bookkeeping, QuickBooks support, IRS representation, and more, with emphasis on estate work, fiduciary services, and agricultural tax issues..

Tax, Accounting, Consulting Services in the Pacific Northwest

Estate & Trust 📍 Portland, OR

Towson, Maryland based Jeffrey Pollack, Chartered CPAs offers tax preparation, accounting and planning services with a focus on proactive tax and business planning and personalized client service..

BookkeepingEstate & TrustPayroll major accounting software programs 📍 Towson, MD
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How to choose a estate & trust provider for law firms

Attorneys and legal practices, including trust accounting (IOLTA). The strongest signal of a specialist is specificity: firms that name your tools and workflows on their own site, publish pricing for businesses like yours, and describe law firms-specific work rather than generic accounting. Start with two or three firms above, check the software match, and ask each how many clients like you they currently serve.

Common questions
How do I choose a estate & trust provider for law firms?

Look for firms that name your industry on their own website, list the software you already use, and publish industry-specific pricing. Of the 43 firms we track here, 21% work with clients remotely — so you aren't limited to firms in your city.

Do these firms work remotely?

9 of the 43 firms we track here (21%) state on their websites that they serve clients remotely or nationwide.

Does AccountingNearYou charge to contact a firm?

No. Every profile links directly to the firm's own website — no forms, no gatekeeping, no fees.

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