Fiduciarys Account {13.0}

FORM MISC.06 – ATTORNEY/FIDUCIARY ACCOUNT CHECKLIST. These forms are used in the Summit County Probate Court as part of the process of administering and closing a decedent’s estate. The Attorney/Fiduciary Account Checklist is a supporting document that helps ensure that all necessary components of an estate accounting have been prepared and submitted correctly. It is completed by the fiduciary (such as an executor or administrator) and, if applicable, their attorney. The checklist includes items such as confirmation of prior account approvals, proper documentation of receipts and disbursements, supporting documents like funeral bills or settlement statements, and proof that all creditor claims have been addressed. It serves to streamline the court’s review and minimize delays by identifying any missing documentation up front. The Fiduciary’s Account form is the formal statement of the financial activity in the estate. It provides a detailed report of all assets received (receipts), payments made (disbursements), and the remaining balance of the estate. Fiduciaries must specify whether the account is partial, final, or distributive, and include itemized statements that support the figures listed. This form is crucial because it gives the court and all interested parties a transparent view of how the estate’s assets have been handled. Once approved by the court, it may lead to the release (discharge) of the fiduciary from further responsibility in the estate administration. www.FormsWorkflow.com