Closing the estate
Close the estate
File a petition to close the estate. The court reviews the final paperwork and formally discharges the executor. Keep all records for at least seven years in case of tax questions or claims later.
What you'll need
- Signed beneficiary receipts
- The final accounting
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 keeps the full estate record you'll need to close the estate and keep on file.
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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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