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Estate Administration Procedure

In all estates, fiduciaries must file an inventory of the assets in the estate with the commissioner’s office within four months after qualification. Estate fiduciaries must file an account of the financial activities covering the first twelve months of administration within sixteen months after qualification. Thereafter, accounts are due annually. The due date for filings is based upon the qualification date and may not be changed.

Copies of the approved form for an estate inventory and account, together with instructions for each form, are available at the Forms link below and at the Forms Task Bar. Original signatures by all fiduciaries are required on all filings. Endorsements in blue ink are preferred for easier verification.

Fiduciary Timeline After Qualification



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