What form is needed to close estate accounts?

Answer 1

So I am assuming that you mean to ask "How do I close a probate estate with the court?" As Cat Kluss correctly commented, it depends on the rules of your Jurisdiction.

Here in California, the Administrator petitions the court to close the estate. The full title is Petition to Approve Accounting and Ordinary and Extraordinary Fee and for Distribution" although there are several variations.

The petition provides a full report of what happened during administration and a fiduciary accounting of the estate's funds. In California, there is no pre-printed form, but the representative (or rather their attorney) creates it from scratch.

I recommend that you contact an attorney to assist you, as the rules can get complex.

Answer 2

The answer depends on your jurisdiction. You can contact the probate court where the estate was filed and ask the clerk. You may be able to obtain the necessary document online then file it with the court.

If you are referring to bank accounts belonging to the decedent then you need to obtain letters of authority from the probate court in order to manage bank accounts that were solely in the decedent's name.