Court-Ready
Probate Accountings,
Done Right.

Nicole Rosales Roach

Founder & Probate Paralegal Specialist

A Southern California paralegal with over a decade of hands-on experience in probate, trust, and conservatorship matters. I've spent my career working directly in the accounting and drafting side of estate administration — across Southern California's probate courts.

Where cases stall is the accounting and administrative side — fragmented records, complex court notes, and the time it takes to reconstruct a messy estate file into something court-ready. That's exactly where I come in — as the experienced partner your team needs to keep cases moving and filings court-examiner ready.

I also work directly with professional fiduciaries, conservators, and executors on accounting preparation — organized, reconciled, and ready for their attorney's review.

As a fiduciary, your duty is to the estate and its beneficiaries — and that includes maintaining accurate, organized, and defensible financial records. Whether you are a professional fiduciary, a private trustee, a conservator, or an executor, the accounting side of your role demands precision that most generalists simply cannot provide.

I provide fiduciary accounting preparation services directly to professional fiduciaries, conservators, and executors — organizing records, reconciling accounts, and preparing accounting schedules for your review. These are accounting services only. Legal review, court filing, and legal advice remain the responsibility of your attorney.

With over a decade of experience preparing accountings that meet California court examiner standards, I bring the same level of precision and care to every fiduciary engagement — whether it goes to court or not.