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Closing the estate

File a final accounting with the probate court

Before closing probate, the executor files a final accounting showing all money in, money out, and how remaining assets were distributed. The court reviews and approves. This is often the last major step in probate.

What you'll need

  • Records of all money in and out
  • Receipts for estate expenses

Good to know

The rules for this vary by state. Someone on our team can help you find out what applies where they lived.

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Why we recommend EstateExec

EstateExec builds the final accounting from the records you've kept along the way.

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EstateExec

Step-by-step software that guides you through settling an estate, with built-in estate accounting.

Need help with this step?

Someone on our team can talk through this step with you, answer questions, and help you figure out what applies.

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