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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 (other than curators) 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. Please note that a curator must file the First Account within six months of qualification covering a period not to exceed four months. Second and subsequent accounts are due within 16 months from the ending date of the prior account, and should cover no more than 12 months. Please refer to the Fiduciary Timeline chart under the Conservatorships Procedure tab to see the proper due dates for a Curator.

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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