Closing the estate
Distribute remaining assets to beneficiaries
Once debts, taxes, and expenses are paid, and the court approves, the executor distributes what's left according to the will or state intestacy law. Get signed receipts from each beneficiary showing what they received.
What you'll need
- The court-approved final accounting
- Receipt forms for beneficiaries to sign
Get help with this
Why we recommend EstateExec
EstateExec helps you work out each beneficiary's share and track what's been distributed. Sunset can help transfer the accounts it found, at no charge.
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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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