Final Accounts

STAFF ONLY

Final Accounts

Probate final accountings in progress (PBT-600). Open one to keep working, or start a new one.

Client	Decedent	Court file no.	Status	Reconciles	Last activity
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New final account

Enough to identify it in the list — everything else is filled in the builder.

Client name (used for filenames)

Decedent (full name)

Court file no.

County

Staff tool — not for client access. Clients receive the Excel worksheet and, when it is finished, a PDF. Every accounting keeps a history of who changed what and when.