, August 26, 2025

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  Jul 17, 2025

🔑 Can You Get Ancillary Letters in New York Based on a Small Estate Proceeding?

Here’s the answer—and what to do instead if your authority is...

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  Jul 17, 2025

🔑 Can a Foreign Fiduciary Collect a New York POD Account?

A New York resident died intestate, leaving most assets in trust. One remaining...

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  May 21, 2025

🔑 NY: Sample Petition to Compel the Production and Filing of a Will

When dealing with estate matters, there may be situations where a will is...

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  May 02, 2025

🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings

Probate proceedings can involve unexpected complications, especially when key individuals are deceased or...

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  May 01, 2025

Proving a Will Without a Self-Proving Affidavit in NY: Lessons from Matter of Lobuono

In New York, a self-proving affidavit is a notarized statement signed by the...

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  May 01, 2025

🔑 Insights from Matter of Pusatere v. Estate of Pusatere: Constructive Trusts and Estate Claims in NY

Disputes over property and equitable interests in estate cases often lead to complex...

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  May 01, 2025

🔑 Navigating Estate Disputes in NY: Lessons from Matter of Beebe Estate

Estate disputes can be complex, especially when unique assets like precious metals are...

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  Mar 25, 2025

🔑 Sample Hourly Retainer Agreement for Probate of a New York Estate

This post shares a sample engagement letter for probate estate administration in New...

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