Petition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
Trust accounting has its own set of rules.
As a trustee, you're held to a fiduciary standard. The court expects meticulous records of trust income, distributions, and investments. Our team can help you prepare a thorough accounting.
When do you need this form?
You're a trustee and need court approval of your trust accounting.
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.
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.
FIREFirearms Inventory (SCPA §2509)
A required inventory of any firearms owned by the deceased. Must be filed within 15 days of appointment as executor or administrator.
Inherited a House in Brooklyn?
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.