Probate

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...

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...

Wills: Self-Proving Affidavit

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...

NY Surrogate's Court

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’...

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 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...

Mar 12, 2025

🔑 Sample Probate Decree - New York County Surrogates Court

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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...

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...

Jan 31, 2025

NY Probate Petition (from NY Courts)

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

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

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

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

🔑 NY: Understanding the Handwriting Affidavit in Probate Proceedings

Proving a Will Without a Self-Proving Affidavit in NY: Lessons from Matter of Lobuono

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

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

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

🔑 Sample Probate Decree - New York County Surrogates Court

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

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

NY Probate Petition (from NY Courts)

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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