Forms

Estate Administration

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...

Wills: Execution

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...

Forms

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...

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...

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...

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,...

Mar 12, 2025

🔑 Sample Probate Decree - New York County Surrogates Court

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Mar 03, 2025

🔑 NY: Sample Clause Treating LLC Membership Assignment as a Dissolution Event

Under default New York law, an assignment of a limited liability company membership...

Mar 02, 2025

🔑 NY Form: Annotated Medicaid Asset Protection Trust

A Medicaid Asset Protection Trust (MAPT) is a crucial estate planning tool for...

Mar 02, 2025

🔑 NY Clause: Residence Provisions in Medicaid Asset Protection Trust

When creating a Medicaid Asset Protection Trust (MAPT) in New York, a critical...

Mar 02, 2025

🔑 NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

Many Medicaid Asset Protection Trusts (MAPTs) include a Statement of Intent to clarify...

Feb 03, 2025

🔑 NY: Petition to Compel Set Off of Family Exemption Under EPTL 5-3.1 (Sample from Rockland County)

Below is a sample petition to compel an executor to set off a...

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

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

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

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

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

🔑 NY: Sample Retainer for Administration of a Testamentary Trust

🔑 Sample Probate Decree - New York County Surrogates Court

🔑 NY: Sample Clause Treating LLC Membership Assignment as a Dissolution Event

🔑 NY Form: Annotated Medicaid Asset Protection Trust

🔑 NY Clause: Residence Provisions in Medicaid Asset Protection Trust

🔑 NY Clause: Statement of Intent in a Medicaid Asset Protection Trust

🔑 NY: Petition to Compel Set Off of Family Exemption Under EPTL 5-3.1 (Sample from Rockland County)

Recent News

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

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

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

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