Petition for Judicial Settlement of Account (Trust)
Asks the court to formally approve the trustee's accounting of a trust.
Choose your path
Trust accounting has its own set of rules.
As a trustee, you're held to a fiduciary standard. The court expects meticulous records of trust income, distributions, and investments. Our team can help you prepare a thorough accounting.
When do you need this form?
You're a trustee and need court approval of your trust accounting.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
Ready to complete this form?
Prepare a printable package yourself, or talk with our team if you need help deciding what to file.
Other accounting forms
Petition for Judicial Settlement of Account (Administration)
Asks the court to formally approve the administrator's accounting — showing how estate funds were collected, spent, and distributed.
PETCOMPPetition for Compulsory Accounting
Forces a fiduciary (executor, administrator, or trustee) to file an accounting with the court when they haven't done so voluntarily.
IoAInventory of Assets
A detailed list of everything the deceased owned at the time of death — bank accounts, property, investments, personal belongings, and their values.
FIREFirearms Inventory (SCPA §2509)
A required inventory of any firearms owned by the deceased. Must be filed within 15 days of appointment as executor or administrator.
Need More Than Form ACCT-TRUST?
ACCT-TRUST is one step in a longer court process. If the estate also includes a house or other real property in Brooklyn, Keystone Pinnacle helps coordinate the filings, tax clearances, and the sale.
Schedule a 15-minute call. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and document preparation.