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Surrogate's Court

Setting up an Estate can be confusing, time consuming, and tedious. Especially if your office is not set up to do it regularly.  But, sometimes you need to do it to advance your case. Or to keep a client happy. Or because it may lead to other work.

Our document set lets you assemble the New York State Surrogate's Court standard approved forms for both administration and probate matters quickly and efficiently.

Administration & Ancillary Administration

  1. Petition

  2. Combined Oath & Designation-Individual

  3. Combined Oath & Designation-Corporation

  4. Schedule A-Nonmarital Persons

  5. Schedule B-Adopted Issue

  6. Schedule C-Infants

  7. Schedule D-Persons Under Disability Not Infants

  8. Citation

  9. Notice of Application for Letters-SCPA 1005

  10. Affidavit of Mailing of Notice of Application

  11. Notice to Consul General

  12. Decree Appointing Administrator

  13. Affidavit of Regularity

  14. Waiver of Citation-Individual

  15. Waiver of Citation-Corporation

  16. Affidavit of Service of Citation

Probate & Ancillary Probate

  1. Petition

  2. Combined Oath & Designation-Individual

  3. Combined Oath & Designation-Corporation

  4. Application for Preliminary Letters

  5. Oath & Designation of Preliminary Executor

  6. Consent & Designation of Corporate Preliminary Executor

  7. Affidavit of Attesting Witness

  8. Waiver of Process and Consent to Probate

  9. Citation

  10. Notice of Probate
  11. Affidavit of Mailing of Notice of Probate

  12. Affidavit of Service of Citation

  13. Affidavit to Dispense with Testimony of Attesting Witness

  14. Order Dispensing With Testimony of Attesting Witness

  15. Affidavit Proving Handwriting

  16. Renunciation of Nominated Executor and/or Trustee

  17. Renunciation of Letters of Administration CTA and Waiver of Process

  18. Affidavit of No Debt

  19. Affidavit of Comparison