Terms of Service

1. Acceptance of Terms

By accessing and utilizing the website cafiduciaryaccounting.com (the "Site") or requesting accounting services from California Fiduciary Accounting ("we," "us," or "our"), you agree to be bound by these Terms of Service.

2. Important Legal Disclaimers — Not a Law Firm

All court accountings prepared by our practice are delivered to the attorney of record, trustee, executor, or professional fiduciary for independent legal review, verification, and filing in the appropriate California Superior Court jurisdiction.

3. Nature of Accounting Engagements

Fiduciary accountings (including Probate Code §§ 1060–1064 Schedules A through F and trust ledgers) are compiled based on bank records, brokerage statements, escrow documents, and inventories provided by the client. Formal engagements are governed by separate, executed service agreements detailing scope, delivery schedules, and fee arrangements.

4. Intellectual Property

All educational articles, sample schedules, guides, and templates published on this Site are the property of California Fiduciary Accounting. You may download sample packets for individual professional review, but unauthorized redistribution or commercial reproduction is prohibited.

5. Limitation of Liability

To the fullest extent permitted by California law, California Fiduciary Accounting shall not be liable for any indirect, incidental, or consequential damages arising out of the use of this Site or reliance on website content without engaging our formal accounting review services.

6. Inquiries and Contact

For questions regarding these Terms or our professional service agreements, please contact:

• Email: accountant@cafiduciaryaccounting.com
• Website: cafiduciaryaccounting.com/contact