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  May 21, 2025

๐Ÿ”‘ 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

๐Ÿ”‘ Sample NY Forms: Applications to Dispense with Testimony of Attesting Witnesses

When a will is not accompanied by a self-proving affidavit, the Surrogateโ€™s...

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  May 02, 2025

๐Ÿ”‘ NY: When the Court May Dispense with Witness Testimony for Probate

Although many wills in New York are admitted to probate without live testimonyโ€”...

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  May 02, 2025

๐Ÿ”‘ 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

๐Ÿ”‘ NY: Why Every Proceeding in Surrogate's Court Requires Its Own Jurisdiction

Preview: Surrogate Ciaccio recently offered a practical reminder at a CLE: In Surrogateโ€™...

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  Mar 25, 2025

๐Ÿ”‘ 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

๐Ÿ”‘ 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

๐Ÿ”‘ 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 โ€“ Lessons from In re Purdy

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

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  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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