, December 27, 2025

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  Nov 17, 2025

🔑 Sample Swap Power Clause (IRC § 675(4)(C) Compliant)

A power of substitution—commonly called a “swap power”—must be held by...

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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 18, 2025

🔑 Why Every NY Will Execution Deserves a Follow-Up Letter (Sample Form)

After a will is properly executed, many lawyers close the file and move...

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  May 04, 2025

🔑 Sample NY Forms: Applications to Dispense with Testimony of Attesting Witnesses

When a will is not accompanied by a self-proving affidavit, the Surrogate’s...

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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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  Mar 25, 2025

🔑 NY: Sample Kinship Affidavit for Non-Marital Children of a Male Decedent

Overview Kinship affidavits play a critical role in New York Surrogate’s Court...

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  Mar 20, 2025

🔑 NY: Sample Retainer for Administration of a Testamentary Trust

When administering a testamentary trust, trustees often require legal guidance to navigate probate,...

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