Sample reports

New York estate accounting

Estate of Morgan E. Illustrative (fictional). New York Surrogate's Court accounting (Official Forms JA-4 / JA-7). Fictional data throughout.

Total charges
$254,297.77
Total credits
$254,297.77
Difference
$0.00
Period
Mar 15, 2025 to Feb 28, 2026

2 accounts, 22 statements (CSV, PDF), 44 transactions, 2 beneficiaries, single fund (no income/principal split). 23 pages in the full PDF; the first 6 are shown below.

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