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  Jun 12, 2025

Nudged Into Probate: New York’s Bank Account Proposal Will Lead to More Probate for Unmarried People

New York Assembly Bill A08549-A proposes a major change in how joint bank...

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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 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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  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—...

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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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  Apr 09, 2025

🔑 NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

Preview: Surrogate Ciaccio recently offered a practical reminder at a CLE: In Surrogate’...

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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 13, 2025

🔑 NY: Resolving Disputes Between Co-Executors Over a Claim

When an estate has multiple executors (co-fiduciaries), disagreements can arise over various aspects...

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  Feb 21, 2025

🔑 NY: Navigating Attorney General Requirements for Wholly Charitable Testamentary Trusts

When administering a wholly charitable testamentary trust, executors and trustees must navigate both...

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  Feb 16, 2025

NY: When Executors Have No Authority Over Real Estate – Lessons from In re Purdy

When it comes to managing an estate, the responsibilities of an executor can...

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