Forms

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...

Feb 02, 2025

🔑 NY Supplemental Accounting Citation (Sample from Nassau County)

Hon. Margaret C. Reilly signed the Supplemental Accounting Citation for a Co-Administrator on...

Jan 31, 2025

NY Probate Petition (from NY Courts)

Below is the official Probate Petition from nycourts.gov, which I download on...

Sep 11, 2024

NY: New Notice of Petition and Petition in Summary Landlord & Tenant Proceedings

✨ Updated 9/12/2024: Added the links to the new eviction guides for...

Sep 07, 2024

🔑 Sample Retainer Agreement for Nursing Home: Valuable Language for Collection and Guardianship Services

Navigating the complexities of legal agreements can be challenging, especially in specialized fields...

Sep 06, 2024

🔑 NY: Sample Staple Affidavit

In another post, I explained that it is essential to keep staples on...

Sep 03, 2024

🔑 NY Form: Petition to Search Safe Deposit Box

The Safe Deposit Box Petition is used to ask the Surrogate's...

New York

Mar 07, 2024

Form: Updated NY Property Condition Disclosure Statement (Revised Jan. 2024)

As of March 7, 2024, the New York Department of State's...

Dec 20, 2023

🔑 Sample Clause: Lifetime General Power of Appointment

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Nov 05, 2023

🔑 Sample Affidavit of Comparison in New York Probate

Here is a sample Affirmation of Comparison in a New York Probate from...

Estate Administration

Nov 01, 2023

🔑 Sample New York Receipt & Release Agreement for Charitable Corporation

In the context of a probate, a Receipt & Release Agreement is a...

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