Accounting Forms

Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.

You're finishing an administration and need court approval of your accounting.

Asks the court to formally approve the trustee's accounting of a trust.

You're a trustee and need court approval of your trust accounting.

Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.

The executor or administrator hasn't filed an accounting and beneficiaries want one.

A detailed list of everything the deceased owned at the time of death — bank accounts, property, investments, personal belongings, and their values.

You've been appointed and need to catalog all estate assets for the court.

A required inventory of any firearms owned by the deceased. Must be filed within 15 days of appointment as executor or administrator.

The deceased owned firearms — you must report them to the court within 15 days.

Checklist for filing a petition for judicial settlement of an estate account.

Before filing a judicial settlement petition.

Checklist for filing an informal accounting with receipts and releases from all beneficiaries.

All beneficiaries agree and you want to settle without formal judicial review.

Checklist for filing a compulsory accounting petition (SCPA 2205).

Before filing a petition to compel an accounting.