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New York Probate Volume

This volume includes the forms needed for a probate or administration of an estate, including all the official Surrogate’s Court forms for administration, probate, small estates and accounting. It also includes additional forms relating to accounting and disposition of estate assets and forms relating to fiduciary bonds and compensation.


ProDoc forms include orders and decrees to accompany official Surrogate's Court petitions; documents relating to distribution, such as spousal election, exempt property and renunciation and forms relating to informal accounting.

ProDoc enables you to assemble the Accounting Schedules required to be attached to the Accounting filed with the Surrogate's Court in the same assembly session with the Surrogate's Court Accounting forms.

The Probate forms are grouped into the following broad categories:

 
Probate of Will
We included official Surrogate's Court forms for initiation of probate of a testate estate.
 
 
 
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Intestate Administration
The volume includes official Surrogate's Court forms for initiation of administration of an intestate estate.
     
 
Assets and Liabilities of Estate
The Surrogate's Court List of Assets/Inventory and forms relating to the disposition of estate assets such as real estate and securities are incorporated. Also includes forms relating to claims against the estate.
 
 
 
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Accounting
We included Surrogate's Court forms for Judicial Settlement of Account, Accounting Schedules, and forms for informal account settlement.
     
 
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Small Estate Administration
The volume includes Surrogate's Court forms needed for your small estate administration matters.
     
 
Compensation
We also incorporated forms to request advance payment of commissions or attorneys fees.


From the Client Worksheet (to facilitate gathering client information) to Affidavit that Estate Matters have been Completed (to close the matter), you will find that probate matters become much faster and easier with the ProDoc Probate volume.

Use this volume and enjoy peace-of-mind knowing that your automated forms are up-to-date and that you can produce error-free documents in minutes!


Order this volume online in one of the following library options:

New York Office Practice Library
New York Estate Planning Library

View our Probate volume forms list >>


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