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Tell us the state, the matter type (trust, estate, adult conservatorship or power of attorney), the period and roughly how many accounts are involved. We'll set up your workspace. Please don't email statements. You'll upload them securely.
hello@summafolio.comFirms
Law firms, CPA firms and professional fiduciaries: volume pricing, invoice billing and firm workspaces.
hello@summafolio.comMailing address
MRSLM Group LLC7095 Hollywood Blvd Ste 484
Los Angeles, CA 90028
United States
We can't give legal, tax or investment advice, or tell you what your court requires. For questions about your duties as a fiduciary, please consult an attorney licensed in your state.