The form is local. The records are not optional.
A probate accounting starts with the bank, brokerage, and card statements for the period the accounting has to cover. Autonomi Books rebuilds the books from those statements and prepares the accounting in the format you specify. A licensed CPA reviews the file before it reaches you. Your attorney, and the court if one is involved, decide whether that format is the one the matter requires. Confirm the form with them.
Start at estate, trust, and fiduciary accounting. The diagnostic is $499. It says what the records support and what is missing, and it credits toward the reconstruction if you move forward.
What to collect before anyone talks about schedules
Collect every statement for the period, even the ones that look quiet. A zero-activity month is still a month someone may ask about. Collect the opening inventory or the prior accounting if one exists, and any check register the decedent or the prior fiduciary actually kept.
Do not wait for a complete story. Partial records are normal. A missing statement is a named gap, not a number someone should type so the schedule foots.
The format is a sample until your attorney says otherwise
We publish sample layouts for several states, with fictitious figures, so you can see structure. Why the court format matters is the longer version of that point. The state pages themselves are the samples: California, Florida, Wisconsin, and the others linked from the estate page.
Those pages are not a substitute for the form your court wants this year. A sample that matches a statute we cited is still a sample. Ask your attorney which schedules the matter has to include, and send us that list with the statements.
What we will not do with the file
We will not estimate a month because a statement is missing. We will not contact the beneficiaries, the court, or the IRS. We will not tell you that a sample format is the one your judge requires.
You approve the scope and the price in writing before reconstruction starts. Schedule a call about one matter.