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.
Keystone Pinnacle Pro offers document preparation for selected forms. Check availability, scope and pricing on Pro. Preparation does not include legal or tax advice or court representation.
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?
Check Keystone Pinnacle Pro for available forms and preparation scope. For advice on what to file in your case, consult an attorney.
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.
Need More Than Form SE-1D?
SE-1D 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.