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An executor must account to the residuary beneficiaries named in the Will (and sometimes to others) for all the assets of the estate, including all receipts and disbursements occurring over the course of administration.

The final accounting is a summary of accounts filed by the probate executor, showing details of important financial undertakings during the accounting period. This form may not outline all the information, but those records are kept for future use.

Yes. Before the executor distributes the estate, they have to give the beneficiaries a final accounting of their administration of the estate, including any fee they're charging. And the beneficiaries must agree with it for the executor to proceed.

California statutory law requires a trustee to account annually to current trust beneficiaries, i.e., those who are currently entitled to receive distributions of income and principal during the accounting period. Any trustee, other than the settlor(s) who established the trust, has a duty to account.

Request an audit of the estate through the probate court. The audit checks into whether any assets have been used frivolously by the executor. Once the audit determines that the executor has acted corruptly, the court will remove that person from the position of executor.

A beneficiary of an estate or a trust has the right to review the actions of the executor or trustee by asking for an accounting. To be prudent, an executor or trustee should provide the beneficiary with updates on the status of the estate or trust.

The California petition for final distribution gives the court a detailed history of the probate case. More specifically, it explains why the estate is ready to close and outlines the distributions to beneficiaries.

Do not show any income earned after death as adjustments to inventory. To prepare this schedule, list any and all income earned by the estate after the date of death, such as interest on bank accounts or investments, rental income, and dividends. To prepare this schedule, list the disbursements paid by the estate.

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Santa Clara California Sample Letter for Finalization of Accounting

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FAQ

Does an executor have to show accounting to beneficiaries?

What is final accounting of an estate?

Does an executor have to show accounting to beneficiaries in BC?

Does an executor have to show accounting to beneficiaries in California?

How do you audit an executor?

Can a beneficiary demand an accounting?

What is a petition for final distribution?

How do you prepare the final account of a personal representative?

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