Which accounting do I need?
Most estates never file a formal accounting with a court. Every estate still needs an accounting.
Section 1 of 3.The informal accounting (most estates)
In most states, the usual path is for beneficiaries to review an accounting and sign a waiver, a release, or a family settlement, so nobody files schedules with a judge. California calls it a waiver of account; Texas independent administration rarely files one at all; New York uses receipt-and-release agreements; Pennsylvania has family settlement agreements; Florida beneficiaries can waive at discharge.
In each case the beneficiaries are still entitled to a clear, complete accounting before they sign, and they can insist on one. That’s the Accounting of the Estate export: the summary, the schedules, and a distribution statement for each beneficiary, in plain language.
Section 2 of 3.The court-style formats
If the estate is court-supervised, or a beneficiary won’t sign, a formal accounting may be filed. Each state has its own rules for the accounting, and ExecutorLedger exports documents in the style of the fifty state formats and DC, plus the national model-account format.
Section 3 of 3.Either way, the ledger is the same
You don’t have to choose in advance. Keep the books, and when the time comes, export whichever document the situation calls for, or several. Both are built from the same numbers.