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DOES AN EXECUTOR HAVE TO SHOW ACCOUNTING TO BENEFICIARIES? When does an executor have to show accounting to beneficiaries? The role of the Executor is one fraught with responsibility and requires meticulous record-keeping. To satisfy the probate court and the beneficiaries, you must provide evidence that you have acted within the limits of the law and per your fiduciary responsibilities as the Executor. Is it necessary to give the beneficiaries an accounting to prove compliance? Simply put, beneficiaries have the legal right to request an accounting at any time, but executors are under no obligation to provide one unless asked to do so. Showing Accounting to a Beneficiary. What to Consider! As a first step, the Executor will likely keep things simple by not submitting an official accounting. If the beneficiaries are still dissatisfied, they must request the court for the Executor to do a judicial or formal accounting. However, even if they don’t insist on it, it’s always a good idea to provide a detailed description of the probate proceedings to avoid potential disputes. Also, executors are legally required to provide certain documents to the probate court, such as an inventory of assets and a record of their income and expenditures, to minimize their tax liability and safeguard themselves against potential disputes and legal action.