See more details on Accounting - Surrogate's forms
The Surrogate's Court Accounting Forms page provides fillable forms for fiduciaries required to account for estate or trust assets in New York.
Available Forms
- Separate accounting forms for non-trust matters
- Separate accounting forms for trust matters
- Inventory of Assets
- Firearms Inventory
- Petition for Compulsory Accounting and Related Relief
Procedural Checklists
Procedural checklists are available to help guide filers through each type of accounting process, including:
- Judicial settlement of accounting proceedings
- Informal accounting with or without a decree
- Compulsory accounting proceedings
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