Frequently asked questions
How long does it take to prepare an annual court accounting?
The preparation time varies, but typically it takes about 5-15 business days, or less, depending on the complexity of the estate.
What documents are required for an annual court accounting?
Here is information directly from the publicly available court forms provided by the Register in Probate.
List of Assets and Income Received: Example: Social Security, pensions, interest, dividends, rental or other income, realized capital gains from assets sold for more than inventory value or purchase price if acquired after the initial inventory, assets discovered after filing initial inventory.
List of Disbursements, Distributions and Realized Capital Losses: Example: Costs of care of the ward/individual, payments made for the benefit of the ward/individual, assets sold for less than inventory value or purchase price if acquired after the initial inventory.
List of Assets on Hand (Ending balances at the end of accounting period): Cash, checking accounts, savings accounts, certificates of deposit, investments, real estate property and other assets, including burial trusts.
Do you offer remote services?
Yes! You can receive your completed documents from the comfort of your home, ready for you to file with the court. Additional charges may apply for document mailing.