Probate Forms (NY)
There are a number of state-specific forms you may need when going through the probate process.
This page lists common NY forms and offers help in locating others. While you are welcome to browse these forms, note that the Tasks Tab will guide you through the use of relevant forms at the appropriate times.
General NY Forms
In New York, there is no filing deadline, and your estate's local Surrogate's Court, a New York City Surrogate's Court or county Surrogate's Court outside New York City, handles wills and estate proceedings (including probate).
Below you will find links that allow you to download and use some of the more common NY probate forms (you may want to check with your local court for form preferences):
- Petition for Probate - Get the estate settlement process started (also includes Notice of Probate, and Affidavits of Having Provided Notice)
- Petition for Administration - Get the estate settlement process started if there is no will
- Probate Proceeding Checklist - Help for filling out the Petition for Probate
- Inventory of Assets - Tell the court about the contents of the estate
- Final Accounting Checklist - Prepare to petition for settlement
- Accounting Forms - Petition for settlement ... but you may be able to use a simplified approach
- Heir Receipt and Release (Form JA-2) - Have the heir confirm receipt of distribution
If you do not have an attorney, you may be able to file your papers electronically.
See NY Probate Forms for a more complete list of forms that may be required in certain situations.
Small NY Estate Forms
Small estates sometimes need only 1 specialized form or affidavit: see Small NY Estates.
Using NY Probate Forms
If you are using a licensed EstateExec estate, information about finding your court will appear here.
As mentioned above, the tasks on the estate's Tasks Tab
will list a series of steps that help you understand which form to use when.
You may also want to see
How to Become Executor for
Additional Information
In case you're interested, probate forms for other states can be found here: