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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...

Jul 13, 2025

🔑 The Evolution of the Prudent Investor Standard in New York: A Historical Perspective

The prudent investor standard has long been a cornerstone of fiduciary responsibility, guiding...

Jul 12, 2025

🔑 What Is the Purpose of SCPA 2103? Understanding Discovery in New York Estate Proceedings

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Jul 11, 2025

🔑 NY: No Jurisdiction Without Proper Service—Even If SCPA § 210 Applies

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Jul 11, 2025

🔑 NY: When Can a Surrogate’s Court Assert Jurisdiction Over a Non-Domiciliary?

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Jul 10, 2025

🔑 NY: Order to Attend Must Be Served With a Witness Fee

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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...

Probate

May 02, 2025

🔑 NY: When the Court May Dispense with Witness Testimony for Probate

Although many wills in New York are admitted to probate without live testimony—...

Handwriting Affidavit

May 02, 2025

🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings

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

Guardianship

May 01, 2025

🔑 Guardianship Termination in New York: A Step Toward Independence

In Matter of Sydney H., 2025 NY Slip Op 50655(U) (Sur Ct,...

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