Complementing your world

 

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Trust Administration

Galaxie3 Inc. complements work done by Attorneys, Accountants, and Individual Trustees.

Our experienced staff will:

· Record all related transactions using income/principal trust accounting.

· Prepare tax returns.

·
 Calculate and coordinate income and/or principal distributions.

· Assist with account setup at custodians.

· Provide consolidated reports for separate trust accounts.

·
 Produce detailed descriptions for expenses and deposits.

· Hundreds of customizable reports including: 

 

        · Accountings 

        · Inventory of Assets

        ·
 Income & Expense

 · Transaction Summary

 · Realized Gain/Loss

 · 1099 Reconciliation

 · Appraisals

 · Performance - can consolidate multiple accounts


Plus many more, please call Galaxie3 Inc. to discuss.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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