Sample estate accountings

Eleven real formats, one made-up estate. Every figure comes from the ledger and balances to the penny. No account, no email, nothing to sign up for.

Find your state

Nine states have their own court-style shape. Open yours.

Top of the sample Arkansas Form 20 account: the court caption and the numbered charges to the accountant.

Arkansas

Official Form 20 — a six-paragraph narrative account.
Top of the sample California Summary of Account: the estate name, the title, and the charges-and-credits table.

California

Summary of Account (§1061), with a market-value column.
Top of the sample Connecticut PC-246 Financial Report: the court caption and the assets-and-income-received schedule.

Connecticut

PC-246 Financial Report — the simpler filing most estates use.
Top of the sample Florida accounting: the estate name, the title, and the Summary of Account table.

Florida

Rule 5.346 accounting, principal and income shown separately.
Top of the sample Kentucky AOC-846 Settlement of Estate: the case caption and the assets-and-investments table.

Kentucky

AOC-846 Settlement of Estate, reviewed by the District Court.
Top of the sample Maryland Administration Account: the court caption and the Summary of Transactions by schedule.

Maryland

The registers' seven-schedule Administration Account.
Top of the sample New York Account of Fiduciary: the estate name, the title, and the Summary of Account table.

New York

Account of Fiduciary — the JA-7 schedules.
Top of the sample Pennsylvania Estate Account: the estate name, the title, and the Summary of Account table.

Pennsylvania

The model estate account.
Top of the sample Texas accounting: the estate name, the title, and the Summary of Account table.

Texas

Charge-and-discharge account for an independent administration.

Works in any state, too

Every state accepts these two. Not sure which applies? See which accounting you need.

Top of the sample informal Accounting of the Estate: the estate name, the title, and the Summary of Account showing charges and credits.

Accounting of the Estate

The plain accounting most estates sign informally.
Top of the sample Fiduciary Account in the NFAS model format: the same Summary of Account shape as the informal style.

Fiduciary Account (Model Format)

The national model account — a safe fallback for a state without its own format.

Your own estate’s documents look exactly like these, built from your own entries. Recording is free for as long as the estate takes; one payment of $149 lifts the watermark from every document when you’re ready to export.

Keeping the books for an estate?

Recording is free for as long as the estate takes — the ledger, the inventory, the distributions, and the deadlines for your state. Every document opens as a free preview with your real numbers; $149 once per estate lifts the watermark.

See a sample accounting
By starting you agree to our Terms and Privacy Policy.

Explains mechanics, never legal advice — review exports with your attorney.