Report and Account (Small Estate)
The final accounting for a small estate — shows what assets were collected, what debts were paid, and how the remaining funds were distributed.
Choose your path
The final report must account for every dollar.
The court needs to see what assets were collected, what debts were paid, and exactly how the remaining funds were distributed. Our team can help you prepare an accurate final accounting.
When do you need this form?
You've settled the small estate and need to file the final report.
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 small estate forms
Affidavit for Voluntary Administration (Small Estate)
If the estate is worth $50,000 or less, you may not need full probate. This simpler form lets you collect assets without going to court. Faster and cheaper.
SE-3BAmended Affidavit for Voluntary Administration
If you already filed SE-3A but need to add assets or correct information, this amended version updates the original filing.
SE-1CRenunciation of Voluntary Administration
When someone who has priority to serve as voluntary administrator wants to step aside and let someone else handle it.
Inherited a House in Brooklyn?
Selling inherited property involves court filings, tax clearances, and title issues that most agents don't understand. Keystone Pinnacle specializes in exactly this.
Schedule a consultation. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and court filing guidance.