Copyright Blue Cricket Solutions Inc.

Graphics by R.Weber Designs

Statement of Original Assets
List of Liabilities and Unrealized Assets
Capital Receipts and Disbursements
Revenue Receipts and Disbursements
Statement of Investments
Statement of Compensation

If for any reason you are asked to provide a financial record of activities, or if you are eligible for compensation in any of the situations listed below, we will provide the reports necessary to satisfy all interested parties:

  • as a guardian of an individual
  • as an attorney under a Power of Attorney
  • as a trustee for funds held in trust for a minor
  • any other situation where you control money on behalf of another person

The final report will be provided in PDF format and will include (but are not limited to) the following: