Judicial Settlement Checklist
Checklist for filing a petition for judicial settlement of an estate account.
Judicial settlement requires extensive documentation.
Make sure you have every receipt, bank statement, and distribution record before filing. An incomplete accounting will be sent back. Our team can help you organize your records.
When do you need this form?
Before filing a judicial settlement petition.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
Not sure how to fill out this form?
Our team walks families through the entire process — from paperwork to filing with the court.
(516) 703-6942Other accounting forms
Petition for Judicial Settlement of Account (Administration)
Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.
ACCT-TRUSTPetition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
PETCOMPPetition for Compulsory Accounting
Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.
IoAInventory of Assets
A detailed list of everything the deceased owned at the time of death — bank accounts, property, investments, personal belongings, and their values.
Inherited a House in Nassau County?
Selling inherited property involves court filings, tax clearances, and title issues that most agents don't understand. Keystone Pinnacle specializes in exactly this.
Get a free consultation — we'll walk you through the process, the timeline, and what documents you need.
Not legal advice — estate property advisory and court filing guidance.